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 | $44,377 | $112,881-60.7% | $90,951-51.2% | $158,922-72.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 12.66% | 215.79%-203.1pp | 134.60%-121.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,141 | $2,893-60.6% | $2,122-46.2% | $4,761-76.0% |
| Participant deferral / active EE | $6,559 | $4,128+58.9% | $3,373+94.5% | $5,982+9.6% |
| Admin fee / account holder | $1,062 | $8,041-86.8% | $5,959-82.2% | $11,246-90.6% |