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 | $26,046 | $115,770-77.5% | $101,248-74.3% | $158,922-83.6% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 14.00% | 56.14%-42.1pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,930 | $4,175-53.8% | $3,660-47.3% | $4,761-59.5% |
| Participant deferral / active EE | $3,857 | $4,957-22.2% | $4,370-11.7% | $5,982-35.5% |
| Admin fee / account holder | $1,102 | $7,245-84.8% | $5,945-81.5% | $11,246-90.2% |