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 | $41,547 | $202,318-79.5% | $172,739-75.9% | $152,861-72.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 19.80% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,631 | $5,856-72.2% | $5,143-68.3% | $4,762-65.8% |
| Participant deferral / active EE | $6,322 | $5,948+6.3% | $5,198+21.6% | $5,850+8.1% |
| Admin fee / account holder | $344 | $17,109-98.0% | $13,954-97.5% | $11,596-97.0% |