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 | $28,921 | $112,096-74.2% | $95,952-69.9% | $158,922-81.8% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 32.15% | 171.09%-138.9pp | 91.61%-59.5pp | 302.83%-270.7pp |
| Employer contribution / active EE | $2,334 | $3,198-27.0% | $2,541-8.2% | $4,761-51.0% |
| Participant deferral / active EE | $6,569 | $4,784+37.3% | $4,167+57.6% | $5,982+9.8% |
| Admin fee / account holder | $368 | $10,130-96.4% | $6,795-94.6% | $11,246-96.7% |