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 | $30,883 | $112,881-72.6% | $90,951-66.0% | $158,922-80.6% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 15.94% | 215.79%-199.9pp | 134.60%-118.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,004 | $2,893+3.8% | $2,122+41.5% | $4,761-36.9% |
| Participant deferral / active EE | $6,640 | $4,128+60.9% | $3,373+96.9% | $5,982+11.0% |
| Admin fee / account holder | $1,081 | $8,041-86.6% | $5,959-81.9% | $11,246-90.4% |