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 | $32,109 | $157,256-79.6% | $141,162-77.3% | $152,861-79.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.10% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,890 | $5,261-64.1% | $4,735-60.1% | $4,762-60.3% |
| Participant deferral / active EE | $5,331 | $7,109-25.0% | $6,709-20.5% | $5,850-8.9% |
| Admin fee / account holder | $2,515 | $12,120-79.3% | $10,261-75.5% | $11,596-78.3% |