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 | $34,989 | $209,411-83.3% | $178,490-80.4% | $158,922-78.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.55% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $7,958 | $5,706+39.5% | $5,011+58.8% | $4,761+67.2% |
| Participant deferral / active EE | $6,166 | $5,954+3.6% | $5,202+18.5% | $5,982+3.1% |
| Admin fee / account holder | $464 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |