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 10-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 | $33,647 | $64,324-47.7% | $118,925-71.7% | $79,858-57.9% |
| Participation rate | 97.8% | 64.9%+32.9pp | 75.4%+22.4pp | 69.6%+28.1pp |
| Annual return | 31.07% | 86.45%-55.4pp | 35.88%-4.8pp | 31.71%-0.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,423 | $2,824-14.2% | $4,265-43.2% | $3,740-35.2% |
| Admin fee / account holder | $454 | $4,040-88.8% | $6,581-93.1% | $5,306-91.4% |