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 | $39,255 | $115,770-66.1% | $101,248-61.2% | $158,922-75.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 28.14% | 56.14%-28.0pp | 46.47%-18.3pp | 302.83%-274.7pp |
| Employer contribution / active EE | $3,274 | $4,175-21.6% | $3,660-10.5% | $4,761-31.2% |
| Participant deferral / active EE | $8,432 | $4,957+70.1% | $4,370+92.9% | $5,982+41.0% |
| Admin fee / account holder | $588 | $7,245-91.9% | $5,945-90.1% | $11,246-94.8% |