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 | $28,114 | $107,334-73.8% | $92,893-69.7% | $152,861-81.6% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 19.19% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,358 | $4,221-44.1% | $3,653-35.4% | $4,762-50.5% |
| Participant deferral / active EE | $3,743 | $4,845-22.7% | $4,236-11.6% | $5,850-36.0% |
| Admin fee / account holder | $9,272 | $7,079+31.0% | $5,794+60.0% | $11,596-20.0% |