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 4-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 | $30,468 | $202,432-84.9% | $169,368-82.0% | $139,434-78.1% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 14.97% | 531.74%-516.8pp | 405.60%-390.6pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,106 | $4,692-55.1% | $4,013-47.5% | $4,751-55.7% |
| Participant deferral / active EE | $6,618 | $6,938-4.6% | $6,221+6.4% | $6,710-1.4% |
| Admin fee / account holder | $371 | $10,708-96.5% | $9,003-95.9% | $11,403-96.7% |