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 | $17,476 | $107,934-83.8% | $91,989-81.0% | $152,861-88.6% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 30.76% | 89.24%-58.5pp | 69.02%-38.3pp | 345.32%-314.6pp |
| Employer contribution / active EE | $2,650 | $4,210-37.1% | $3,452-23.2% | $4,762-44.4% |
| Participant deferral / active EE | $7,806 | $6,364+22.7% | $5,923+31.8% | $5,850+33.4% |
| Admin fee / account holder | $957 | $10,520-90.9% | $7,743-87.6% | $11,596-91.7% |