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 | $27,362 | $107,334-74.5% | $92,893-70.5% | $152,861-82.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 23.89% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,950 | $4,221-30.1% | $3,653-19.2% | $4,762-38.1% |
| Participant deferral / active EE | $6,118 | $4,845+26.3% | $4,236+44.4% | $5,850+4.6% |
| Admin fee / account holder | $389 | $7,079-94.5% | $5,794-93.3% | $11,596-96.6% |