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 9-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 | $29,597 | $106,890-72.3% | $84,015-64.8% | $152,861-80.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 26.56% | 104.99%-78.4pp | 71.31%-44.7pp | 345.32%-318.8pp |
| Employer contribution / active EE | $979 | $2,734-64.2% | $1,983-50.6% | $4,762-79.4% |
| Participant deferral / active EE | $3,567 | $4,011-11.1% | $3,239+10.1% | $5,850-39.0% |
| Admin fee / account holder | $791 | $8,285-90.5% | $6,101-87.0% | $11,596-93.2% |