See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,748 | $150,187-76.9% | $120,354-71.1% | $145,922-76.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 13.85% | 154.07%-140.2pp | 107.15%-93.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,335 | $4,348-46.3% | $3,463-32.6% | $4,660-49.9% |
| Participant deferral / active EE | $5,426 | $6,173-12.1% | $4,991+8.7% | $6,688-18.9% |
| Admin fee / account holder | $318 | $12,207-97.4% | $9,423-96.6% | $13,397-97.6% |