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 | $26,733 | $183,519-85.4% | $155,509-82.8% | $145,922-81.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 23.69% | 61.17%-37.5pp | 64.67%-41.0pp | 561.29%-537.6pp |
| Employer contribution / active EE | $2,565 | $5,313-51.7% | $4,672-45.1% | $4,660-44.9% |
| Participant deferral / active EE | $9,374 | $6,462+45.0% | $5,626+66.6% | $6,688+40.2% |
| Admin fee / account holder | $498 | $19,313-97.4% | $15,912-96.9% | $13,397-96.3% |