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 4-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 | $27,193 | $165,984-83.6% | $164,813-83.5% | $145,922-81.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.71% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,118 | $5,273-59.8% | $4,341-51.2% | $4,660-54.5% |
| Participant deferral / active EE | $11,221 | $6,959+61.2% | $6,031+86.0% | $6,688+67.8% |
| Admin fee / account holder | $424 | $16,648-97.5% | $12,690-96.7% | $13,397-96.8% |