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 | $38,962 | $97,757-60.1% | $83,848-53.5% | $135,375-71.2% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | 1.09% | 1287.37%-1286.3pp | 850.88%-849.8pp | 519.73%-518.6pp |
| Employer contribution / active EE | $1,199 | $4,222-71.6% | $3,631-67.0% | $4,779-74.9% |
| Participant deferral / active EE | $3,724 | $4,682-20.5% | $4,082-8.8% | $5,609-33.6% |
| Admin fee / account holder | $2,765 | $6,674-58.6% | $5,478-49.5% | $10,827-74.5% |