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 | $31,392 | $209,411-85.0% | $178,490-82.4% | $158,922-80.2% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 27.14% | 188.75%-161.6pp | 151.07%-123.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,941 | $5,706-48.5% | $5,011-41.3% | $4,761-38.2% |
| Participant deferral / active EE | $5,637 | $5,954-5.3% | $5,202+8.4% | $5,982-5.8% |
| Admin fee / account holder | $317 | $17,074-98.1% | $13,984-97.7% | $11,246-97.2% |