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 3-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 | $29,438 | $159,602-81.6% | $150,045-80.4% | $142,382-79.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 24.81% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,208 | $4,961-55.5% | $4,693-52.9% | $4,299-48.6% |
| Participant deferral / active EE | $9,005 | $8,310+8.4% | $7,997+12.6% | $6,507+38.4% |
| Admin fee / account holder | $4,243 | $14,846-71.4% | $13,435-68.4% | $12,624-66.4% |