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 | $33,404 | $115,770-71.1% | $101,248-67.0% | $158,922-79.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 29.20% | 56.14%-26.9pp | 46.47%-17.3pp | 302.83%-273.6pp |
| Employer contribution / active EE | $2,255 | $4,175-46.0% | $3,660-38.4% | $4,761-52.6% |
| Participant deferral / active EE | $8,696 | $4,957+75.4% | $4,370+99.0% | $5,982+45.4% |
| Admin fee / account holder | $427 | $7,245-94.1% | $5,945-92.8% | $11,246-96.2% |