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 | $36,871 | $126,574-70.9% | $106,213-65.3% | $145,922-74.7% |
| Participation rate | 72.2% | 77.6%-5.4pp | 75.3%-3.1pp | 80.3%-8.1pp |
| Annual return | 18.46% | 224.79%-206.3pp | 116.14%-97.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,236 | $3,730-40.1% | $3,171-29.5% | $4,660-52.0% |
| Participant deferral / active EE | $5,093 | $5,724-11.0% | $5,016+1.5% | $6,688-23.8% |
| Admin fee / account holder | $512 | $17,304-97.0% | $11,033-95.4% | $13,397-96.2% |