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 10-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 | $33,890 | $102,966-67.1% | $90,281-62.5% | $152,861-77.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 21.97% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,479 | $3,139+10.8% | $2,854+21.9% | $4,762-26.9% |
| Participant deferral / active EE | $9,663 | $4,281+125.7% | $3,885+148.7% | $5,850+65.2% |
| Admin fee / account holder | $402 | $6,171-93.5% | $5,351-92.5% | $11,596-96.5% |