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 | $29,913 | $157,256-81.0% | $141,162-78.8% | $152,861-80.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 22.55% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,457 | $5,261-53.3% | $4,735-48.1% | $4,762-48.4% |
| Participant deferral / active EE | $3,694 | $7,109-48.0% | $6,709-44.9% | $5,850-36.9% |
| Admin fee / account holder | $1,922 | $12,120-84.1% | $10,261-81.3% | $11,596-83.4% |