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 | $30,459 | $106,515-71.4% | $96,683-68.5% | $139,434-78.2% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 18.55% | 38.43%-19.9pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,710 | $4,103-9.6% | $3,737-0.7% | $4,751-21.9% |
| Participant deferral / active EE | $8,628 | $5,454+58.2% | $4,878+76.9% | $6,710+28.6% |
| Admin fee / account holder | $1,264 | $7,877-83.9% | $6,730-81.2% | $11,403-88.9% |