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 | $31,945 | $115,708-72.4% | $65,255-51.0% | $139,434-77.1% |
| Participation rate | 94.4% | 67.8%+26.6pp | 65.0%+29.5pp | 80.3%+14.1pp |
| Annual return | 12.94% | 31.19%-18.3pp | 47.35%-34.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $6,778 | $2,599+160.8% | $1,691+300.8% | $4,751+42.7% |
| Participant deferral / active EE | $3,302 | $4,240-22.1% | $2,831+16.6% | $6,710-50.8% |
| Admin fee / account holder | $472 | $6,698-93.0% | $4,112-88.5% | $11,403-95.9% |