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 4-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 | $27,734 | $106,515-74.0% | $96,683-71.3% | $139,434-80.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 83.12% | 38.43%+44.7pp | 35.69%+47.4pp | 372.94%-289.8pp |
| Employer contribution / active EE | $1,988 | $4,103-51.5% | $3,737-46.8% | $4,751-58.1% |
| Participant deferral / active EE | $7,724 | $5,454+41.6% | $4,878+58.3% | $6,710+15.1% |
| Admin fee / account holder | $644 | $7,877-91.8% | $6,730-90.4% | $11,403-94.4% |