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 | $34,437 | $104,907-67.2% | $84,611-59.3% | $152,861-77.5% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 29.20% | 373.79%-344.6pp | 258.74%-229.5pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,130 | $3,302-35.5% | $2,652-19.7% | $4,762-55.3% |
| Participant deferral / active EE | $6,861 | $4,688+46.4% | $3,899+76.0% | $5,850+17.3% |
| Admin fee / account holder | $394 | $6,241-93.7% | $4,912-92.0% | $11,596-96.6% |