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 8-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 | $29,226 | $109,817-73.4% | $98,442-70.3% | $167,490-82.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 12.67% | 1956.69%-1944.0pp | 1492.73%-1480.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,329 | $3,224-58.8% | $2,960-55.1% | $4,837-72.5% |
| Participant deferral / active EE | $3,687 | $4,673-21.1% | $4,276-13.8% | $6,341-41.9% |
| Admin fee / account holder | $355 | $6,753-94.7% | $5,949-94.0% | $12,309-97.1% |