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 9-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 | $31,785 | $226,064-85.9% | $182,532-82.6% | $152,861-79.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 22.04% | 192.51%-170.5pp | 148.54%-126.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,650 | $4,978-66.9% | $4,076-59.5% | $4,762-65.4% |
| Participant deferral / active EE | $8,134 | $6,368+27.7% | $5,524+47.2% | $5,850+39.0% |
| Admin fee / account holder | $1,021 | $10,703-90.5% | $8,592-88.1% | $11,596-91.2% |