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 | $31,401 | $112,096-72.0% | $95,952-67.3% | $158,922-80.2% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 28.23% | 171.09%-142.9pp | 91.61%-63.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,973 | $3,198-38.3% | $2,541-22.4% | $4,761-58.6% |
| Participant deferral / active EE | $5,195 | $4,784+8.6% | $4,167+24.7% | $5,982-13.2% |
| Admin fee / account holder | $710 | $10,130-93.0% | $6,795-89.6% | $11,246-93.7% |