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 | $33,584 | $107,334-68.7% | $92,893-63.8% | $152,861-78.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 27.36% | 145.58%-118.2pp | 109.41%-82.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,290 | $4,221-45.7% | $3,653-37.3% | $4,762-51.9% |
| Participant deferral / active EE | $6,158 | $4,845+27.1% | $4,236+45.4% | $5,850+5.3% |
| Admin fee / account holder | $493 | $7,079-93.0% | $5,794-91.5% | $11,596-95.7% |