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 6-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 | $37,331 | $48,795-23.5% | $65,493-43.0% | $84,808-56.0% |
| Participation rate | 86.2% | 67.0%+19.2pp | 73.1%+13.1pp | 68.3%+17.9pp |
| Annual return | 12.35% | 20.20%-7.8pp | 982.45%-970.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,591 | $1,930-17.6% | $2,574-38.2% | $2,631-39.5% |
| Participant deferral / active EE | $3,234 | $2,928+10.4% | $3,961-18.4% | $4,212-23.2% |
| Admin fee / account holder | $349 | $3,877-91.0% | $5,028-93.0% | $7,344-95.2% |