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 | $32,924 | $115,770-71.6% | $101,248-67.5% | $158,922-79.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 19.00% | 56.14%-37.1pp | 46.47%-27.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,389 | $4,175-42.8% | $3,660-34.7% | $4,761-49.8% |
| Participant deferral / active EE | $4,000 | $4,957-19.3% | $4,370-8.5% | $5,982-33.1% |
| Admin fee / account holder | $995 | $7,245-86.3% | $5,945-83.3% | $11,246-91.2% |