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 | $35,486 | $124,319-71.5% | $111,297-68.1% | $167,490-78.8% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 11.65% | 37.44%-25.8pp | 54.65%-43.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,880 | $3,435-45.3% | $2,731-31.1% | $4,837-61.1% |
| Participant deferral / active EE | $9,462 | $5,180+82.7% | $4,487+110.9% | $6,341+49.2% |
| Admin fee / account holder | $23,993 | $10,618+126.0% | $7,964+201.3% | $12,309+94.9% |