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 | $27,159 | $165,335-83.6% | $149,696-81.9% | $158,922-82.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 67.42% | 348.15%-280.7pp | 276.60%-209.2pp | 302.83%-235.4pp |
| Employer contribution / active EE | $2,331 | $5,103-54.3% | $4,644-49.8% | $4,761-51.0% |
| Participant deferral / active EE | $7,689 | $7,181+7.1% | $6,842+12.4% | $5,982+28.5% |
| Admin fee / account holder | $2,040 | $10,807-81.1% | $9,309-78.1% | $11,246-81.9% |