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 | $38,356 | $176,377-78.3% | $134,143-71.4% | $158,922-75.9% |
| Participation rate | 81.3% | 78.7%+2.5pp | 72.2%+9.1pp | 82.0%-0.7pp |
| Annual return | 22.21% | 63.63%-41.4pp | 36.33%-14.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,819 | $5,040-63.9% | $3,704-50.9% | $4,761-61.8% |
| Participant deferral / active EE | $2,551 | $4,091-37.7% | $3,499-27.1% | $5,982-57.4% |
| Admin fee / account holder | $741 | $8,718-91.5% | $6,684-88.9% | $11,246-93.4% |