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 | $23,987 | $176,377-86.4% | $134,143-82.1% | $158,922-84.9% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 4.24% | 63.63%-59.4pp | 36.33%-32.1pp | 302.83%-298.6pp |
| Employer contribution / active EE | $563 | $5,040-88.8% | $3,704-84.8% | $4,761-88.2% |
| Participant deferral / active EE | $1,230 | $4,091-69.9% | $3,499-64.8% | $5,982-79.4% |
| Admin fee / account holder | $26,639 | $8,718+205.6% | $6,684+298.5% | $11,246+136.9% |