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 | $29,380 | $102,966-71.5% | $90,281-67.5% | $152,861-80.8% |
| Participation rate | 76.2% | 75.9%+0.3pp | 73.3%+2.9pp | 82.4%-6.3pp |
| Annual return | 22.82% | 95.16%-72.3pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $571 | $3,139-81.8% | $2,854-80.0% | $4,762-88.0% |
| Participant deferral / active EE | $2,541 | $4,281-40.7% | $3,885-34.6% | $5,850-56.6% |
| Admin fee / account holder | $455 | $6,171-92.6% | $5,351-91.5% | $11,596-96.1% |