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 | $39,433 | $165,335-76.1% | $149,696-73.7% | $158,922-75.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.89% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,958 | $5,103-61.6% | $4,644-57.8% | $4,761-58.9% |
| Participant deferral / active EE | $6,613 | $7,181-7.9% | $6,842-3.3% | $5,982+10.5% |
| Admin fee / account holder | $9,880 | $10,807-8.6% | $9,309+6.1% | $11,246-12.1% |