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 | $26,983 | $165,984-83.7% | $164,813-83.6% | $145,922-81.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 14.60% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,691 | $5,273-49.0% | $4,341-38.0% | $4,660-42.2% |
| Participant deferral / active EE | $9,756 | $6,959+40.2% | $6,031+61.8% | $6,688+45.9% |
| Admin fee / account holder | $1,384 | $16,648-91.7% | $12,690-89.1% | $13,397-89.7% |