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 | $33,525 | $150,440-77.7% | $136,294-75.4% | $147,584-77.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.02% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,075 | $5,256-60.5% | $4,695-55.8% | $4,876-57.4% |
| Participant deferral / active EE | $5,854 | $6,630-11.7% | $6,247-6.3% | $5,439+7.6% |
| Admin fee / account holder | $951 | $10,905-91.3% | $9,243-89.7% | $10,885-91.3% |