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 | $20,805 | $148,534-86.0% | $135,903-84.7% | $139,434-85.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.99% | 79.19%-57.2pp | 68.23%-46.2pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,545 | $5,243-32.4% | $4,856-27.0% | $4,751-25.4% |
| Participant deferral / active EE | $5,324 | $8,100-34.3% | $7,758-31.4% | $6,710-20.7% |
| Admin fee / account holder | $925 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |