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 | $34,256 | $102,966-66.7% | $90,281-62.1% | $152,861-77.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 20.42% | 95.16%-74.7pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,075 | $3,139-65.8% | $2,854-62.3% | $4,762-77.4% |
| Participant deferral / active EE | $5,215 | $4,281+21.8% | $3,885+34.2% | $5,850-10.9% |
| Admin fee / account holder | $831 | $6,171-86.5% | $5,351-84.5% | $11,596-92.8% |