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 | $58,169 | $162,781-64.3% | $133,956-56.6% | $158,922-63.4% |
| Participation rate | 70.8% | 83.2%-12.4pp | 79.8%-9.0pp | 82.0%-11.1pp |
| Annual return | 23.12% | 41.94%-18.8pp | 45.09%-22.0pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,207 | $4,975-75.7% | $3,919-69.2% | $4,761-74.7% |
| Participant deferral / active EE | $3,094 | $5,911-47.7% | $5,048-38.7% | $5,982-48.3% |
| Admin fee / account holder | $588 | $11,736-95.0% | $8,927-93.4% | $11,246-94.8% |