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 9-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 | $20,694 | $138,065-85.0% | $123,544-83.2% | $135,375-84.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 6.62% | 153.68%-147.1pp | 119.20%-112.6pp | 519.73%-513.1pp |
| Employer contribution / active EE | $2,916 | $5,151-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $7,889 | $6,799+16.0% | $6,426+22.8% | $5,609+40.7% |
| Admin fee / account holder | $1,783 | $10,916-83.7% | $9,284-80.8% | $10,827-83.5% |