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 6-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 | $37,893 | $183,519-79.4% | $155,509-75.6% | $145,922-74.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.48% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,210 | $5,313-1.9% | $4,672+11.5% | $4,660+11.8% |
| Participant deferral / active EE | $20,496 | $6,462+217.2% | $5,626+264.3% | $6,688+206.5% |
| Admin fee / account holder | $644 | $19,313-96.7% | $15,912-96.0% | $13,397-95.2% |