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 6-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 | $25,917 | $159,602-83.8% | $150,045-82.7% | $142,382-81.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 23.02% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $7,173 | $4,961+44.6% | $4,693+52.8% | $4,299+66.8% |
| Participant deferral / active EE | $32,667 | $8,310+293.1% | $7,997+308.5% | $6,507+402.0% |
| Admin fee / account holder | $5,700 | $14,846-61.6% | $13,435-57.6% | $12,624-54.8% |