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 | $35,522 | $112,096-68.3% | $95,952-63.0% | $158,922-77.6% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 15.36% | 171.09%-155.7pp | 91.61%-76.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,692 | $3,198-47.1% | $2,541-33.4% | $4,761-64.5% |
| Participant deferral / active EE | $3,986 | $4,784-16.7% | $4,167-4.3% | $5,982-33.4% |
| Admin fee / account holder | $9,255 | $10,130-8.6% | $6,795+36.2% | $11,246-17.7% |