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 | $33,761 | $102,317-67.0% | $146,958-77.0% | $80,856-58.2% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.2%-8.3pp | 67.6%+6.2pp |
| Annual return | 13.79% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,586 | $3,713-30.4% | $4,933-47.6% | $2,755-6.1% |
| Participant deferral / active EE | $3,825 | $6,644-42.4% | $8,070-52.6% | $4,296-11.0% |
| Admin fee / account holder | $2,206 | $7,941-72.2% | $12,998-83.0% | $6,918-68.1% |