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 8-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 | $28,586 | $115,770-75.3% | $101,248-71.8% | $158,922-82.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 25.53% | 56.14%-30.6pp | 46.47%-20.9pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,479 | $4,175-64.6% | $3,660-59.6% | $4,761-68.9% |
| Participant deferral / active EE | $7,585 | $4,957+53.0% | $4,370+73.6% | $5,982+26.8% |
| Admin fee / account holder | $326 | $7,245-95.5% | $5,945-94.5% | $11,246-97.1% |