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 | $32,123 | $175,202-81.7% | $149,673-78.5% | $139,434-77.0% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 19.73% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,245 | $5,474-77.3% | $4,818-74.2% | $4,751-73.8% |
| Participant deferral / active EE | $2,890 | $6,519-55.7% | $5,680-49.1% | $6,710-56.9% |
| Admin fee / account holder | $415 | $16,150-97.4% | $13,210-96.9% | $11,403-96.4% |