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 | $29,912 | $159,901-81.3% | $146,958-79.6% | $145,922-79.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.08% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,506 | $5,286-71.5% | $4,933-69.5% | $4,660-67.7% |
| Participant deferral / active EE | $3,144 | $8,428-62.7% | $8,070-61.0% | $6,688-53.0% |
| Admin fee / account holder | $2,940 | $15,044-80.5% | $12,998-77.4% | $13,397-78.1% |