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 | $35,343 | $162,781-78.3% | $133,956-73.6% | $158,922-77.8% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 21.32% | 41.94%-20.6pp | 45.09%-23.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,702 | $4,975-65.8% | $3,919-56.6% | $4,761-64.3% |
| Participant deferral / active EE | $2,374 | $5,911-59.8% | $5,048-53.0% | $5,982-60.3% |
| Admin fee / account holder | $463 | $11,736-96.1% | $8,927-94.8% | $11,246-95.9% |