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 5-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 | $30,116 | $175,202-82.8% | $149,673-79.9% | $139,434-78.4% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 13.97% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $9,289 | $5,474+69.7% | $4,818+92.8% | $4,751+95.5% |
| Participant deferral / active EE | $5,114 | $6,519-21.6% | $5,680-10.0% | $6,710-23.8% |
| Admin fee / account holder | $883 | $16,150-94.5% | $13,210-93.3% | $11,403-92.3% |