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 | $39,616 | $111,754-64.6% | $103,333-61.7% | $145,922-72.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.45% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,416 | $4,212-42.6% | $3,868-37.5% | $4,660-48.2% |
| Participant deferral / active EE | $3,874 | $5,619-31.1% | $5,057-23.4% | $6,688-42.1% |
| Admin fee / account holder | $12,404 | $9,750+27.2% | $8,355+48.5% | $13,397-7.4% |