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 | $29,817 | $107,334-72.2% | $92,893-67.9% | $152,861-80.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 24.80% | 145.58%-120.8pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,752 | $4,221-58.5% | $3,653-52.0% | $4,762-63.2% |
| Participant deferral / active EE | $6,179 | $4,845+27.5% | $4,236+45.9% | $5,850+5.6% |
| Admin fee / account holder | $1,988 | $7,079-71.9% | $5,794-65.7% | $11,596-82.9% |