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 | $28,041 | $176,377-84.1% | $134,143-79.1% | $158,922-82.4% |
| Participation rate | 70.0% | 78.7%-8.7pp | 72.2%-2.2pp | 82.0%-12.0pp |
| Annual return | 21.59% | 63.63%-42.0pp | 36.33%-14.7pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,973 | $5,040-60.9% | $3,704-46.7% | $4,761-58.6% |
| Participant deferral / active EE | $2,230 | $4,091-45.5% | $3,499-36.3% | $5,982-62.7% |
| Admin fee / account holder | $310 | $8,718-96.4% | $6,684-95.4% | $11,246-97.2% |