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 | $31,531 | $117,983-73.3% | $101,794-69.0% | $142,382-77.9% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 10.51% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,558 | $2,773-43.8% | $2,289-31.9% | $4,299-63.8% |
| Participant deferral / active EE | $1,828 | $4,714-61.2% | $4,084-55.2% | $6,507-71.9% |
| Admin fee / account holder | $9,532 | $10,433-8.6% | $8,777+8.6% | $12,624-24.5% |