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 10-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 | $33,630 | $107,334-68.7% | $92,893-63.8% | $152,861-78.0% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 23.29% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,641 | $4,221-37.4% | $3,653-27.7% | $4,762-44.5% |
| Participant deferral / active EE | $3,435 | $4,845-29.1% | $4,236-18.9% | $5,850-41.3% |
| Admin fee / account holder | $317 | $7,079-95.5% | $5,794-94.5% | $11,596-97.3% |