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 | $30,997 | $102,966-69.9% | $90,281-65.7% | $152,861-79.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 23.47% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,531 | $3,139-51.2% | $2,854-46.4% | $4,762-67.9% |
| Participant deferral / active EE | $4,933 | $4,281+15.2% | $3,885+27.0% | $5,850-15.7% |
| Admin fee / account holder | $322 | $6,171-94.8% | $5,351-94.0% | $11,596-97.2% |