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 | $38,776 | $93,571-58.6% | $135,903-71.5% | $75,163-48.4% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 23.20% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $3,890 | $3,537+10.0% | $4,856-19.9% | $2,670+45.7% |
| Participant deferral / active EE | $6,650 | $6,404+3.8% | $7,758-14.3% | $4,125+61.2% |
| Admin fee / account holder | $759 | $6,975-89.1% | $10,762-92.9% | $5,651-86.6% |