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 6-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 | $30,025 | $202,432-85.2% | $169,368-82.3% | $139,434-78.5% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 17.51% | 531.74%-514.2pp | 405.60%-388.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,048 | $4,692-35.0% | $4,013-24.0% | $4,751-35.8% |
| Participant deferral / active EE | $2,828 | $6,938-59.2% | $6,221-54.5% | $6,710-57.9% |
| Admin fee / account holder | $365 | $10,708-96.6% | $9,003-95.9% | $11,403-96.8% |