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 | $37,032 | $115,770-68.0% | $101,248-63.4% | $158,922-76.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 11.15% | 56.14%-45.0pp | 46.47%-35.3pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,265 | $4,175-45.7% | $3,660-38.1% | $4,761-52.4% |
| Participant deferral / active EE | $5,239 | $4,957+5.7% | $4,370+19.9% | $5,982-12.4% |
| Admin fee / account holder | $506 | $7,245-93.0% | $5,945-91.5% | $11,246-95.5% |