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 | $30,770 | $107,334-71.3% | $92,893-66.9% | $152,861-79.9% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.4%+13.0pp |
| Annual return | 36.97% | 145.58%-108.6pp | 109.41%-72.4pp | 345.32%-308.3pp |
| Employer contribution / active EE | $1,547 | $4,221-63.3% | $3,653-57.6% | $4,762-67.5% |
| Participant deferral / active EE | $3,891 | $4,845-19.7% | $4,236-8.1% | $5,850-33.5% |
| Admin fee / account holder | $546 | $7,079-92.3% | $5,794-90.6% | $11,596-95.3% |