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 8-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 | $29,478 | $176,377-83.3% | $134,143-78.0% | $158,922-81.5% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 27.19% | 63.63%-36.4pp | 36.33%-9.1pp | 302.83%-275.6pp |
| Employer contribution / active EE | $867 | $5,040-82.8% | $3,704-76.6% | $4,761-81.8% |
| Participant deferral / active EE | $2,138 | $4,091-47.7% | $3,499-38.9% | $5,982-64.3% |
| Admin fee / account holder | $855 | $8,718-90.2% | $6,684-87.2% | $11,246-92.4% |