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 | $33,402 | $102,966-67.6% | $90,281-63.0% | $152,861-78.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 20.40% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,008 | $3,139+27.7% | $2,854+40.4% | $4,762-15.8% |
| Participant deferral / active EE | $6,420 | $4,281+49.9% | $3,885+65.2% | $5,850+9.7% |
| Admin fee / account holder | $428 | $6,171-93.1% | $5,351-92.0% | $11,596-96.3% |