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 | $30,242 | $183,519-83.5% | $155,509-80.6% | $145,922-79.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.00% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,328 | $5,313-56.2% | $4,672-50.2% | $4,660-50.0% |
| Participant deferral / active EE | $5,872 | $6,462-9.1% | $5,626+4.4% | $6,688-12.2% |
| Admin fee / account holder | $388 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |