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 | $28,188 | $80,968-65.2% | $96,544-70.8% | $75,163-62.5% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 17.42% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,308 | $2,282-42.7% | $2,965-55.9% | $2,670-51.0% |
| Participant deferral / active EE | $3,603 | $3,928-8.3% | $4,851-25.7% | $4,125-12.7% |
| Admin fee / account holder | $985 | $6,724-85.3% | $8,252-88.1% | $5,651-82.6% |