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 10-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 | $33,562 | $202,318-83.4% | $172,739-80.6% | $152,861-78.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 19.75% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,588 | $5,856-55.8% | $5,143-49.7% | $4,762-45.7% |
| Participant deferral / active EE | $4,647 | $5,948-21.9% | $5,198-10.6% | $5,850-20.6% |
| Admin fee / account holder | $579 | $17,109-96.6% | $13,954-95.9% | $11,596-95.0% |