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 | $32,782 | $157,256-79.2% | $141,162-76.8% | $152,861-78.6% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 22.85% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,908 | $5,261-25.7% | $4,735-17.5% | $4,762-17.9% |
| Participant deferral / active EE | $6,723 | $7,109-5.4% | $6,709+0.2% | $5,850+14.9% |
| Admin fee / account holder | $524 | $12,120-95.7% | $10,261-94.9% | $11,596-95.5% |