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 | $41,894 | $48,795-14.1% | $65,493-36.0% | $84,808-50.6% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 16.01% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,146 | $1,930-40.6% | $2,574-55.5% | $2,631-56.4% |
| Participant deferral / active EE | $3,164 | $2,928+8.0% | $3,961-20.1% | $4,212-24.9% |
| Admin fee / account holder | $5,519 | $3,877+42.3% | $5,028+9.8% | $7,344-24.9% |