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 10-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 | $34,567 | $169,032-79.6% | $129,207-73.2% | $145,922-76.3% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 9.23% | 14330.11%-14320.9pp | 9417.33%-9408.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $874 | $5,537-84.2% | $4,153-79.0% | $4,660-81.2% |
| Participant deferral / active EE | $2,090 | $4,987-58.1% | $4,168-49.8% | $6,688-68.7% |
| Admin fee / account holder | $4,975 | $9,954-50.0% | $7,715-35.5% | $13,397-62.9% |