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 | $30,766 | $118,680-74.1% | $98,907-68.9% | $158,922-80.6% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 33.38% | 372.35%-339.0pp | 196.43%-163.1pp | 302.83%-269.5pp |
| Employer contribution / active EE | $2,078 | $3,333-37.6% | $2,689-22.7% | $4,761-56.4% |
| Participant deferral / active EE | $4,432 | $5,088-12.9% | $4,244+4.4% | $5,982-25.9% |
| Admin fee / account holder | $2,796 | $10,131-72.4% | $6,642-57.9% | $11,246-75.1% |