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 5-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 | $34,775 | $202,432-82.8% | $169,368-79.5% | $139,434-75.1% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 54.99% | 531.74%-476.7pp | 405.60%-350.6pp | 372.94%-317.9pp |
| Employer contribution / active EE | $12,114 | $4,692+158.2% | $4,013+201.9% | $4,751+155.0% |
| Participant deferral / active EE | $3,586 | $6,938-48.3% | $6,221-42.4% | $6,710-46.6% |
| Admin fee / account holder | $379 | $10,708-96.5% | $9,003-95.8% | $11,403-96.7% |