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 | $32,599 | $157,256-79.3% | $141,162-76.9% | $152,861-78.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 25.81% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,998 | $5,261-62.0% | $4,735-57.8% | $4,762-58.1% |
| Participant deferral / active EE | $9,671 | $7,109+36.0% | $6,709+44.1% | $5,850+65.3% |
| Admin fee / account holder | $1,114 | $12,120-90.8% | $10,261-89.1% | $11,596-90.4% |