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 | $31,112 | $150,187-79.3% | $120,354-74.1% | $145,922-78.7% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 10.24% | 154.07%-143.8pp | 107.15%-96.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,122 | $4,348-51.2% | $3,463-38.7% | $4,660-54.5% |
| Participant deferral / active EE | $1,764 | $6,173-71.4% | $4,991-64.7% | $6,688-73.6% |
| Admin fee / account holder | $885 | $12,207-92.7% | $9,423-90.6% | $13,397-93.4% |