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 | $36,867 | $169,032-78.2% | $129,207-71.5% | $145,922-74.7% |
| Participation rate | 89.5% | 76.4%+13.0pp | 69.6%+19.9pp | 80.3%+9.2pp |
| Annual return | 14.92% | 14330.11%-14315.2pp | 9417.33%-9402.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,368 | $5,537-57.2% | $4,153-43.0% | $4,660-49.2% |
| Participant deferral / active EE | $3,291 | $4,987-34.0% | $4,168-21.0% | $6,688-50.8% |
| Admin fee / account holder | $15,161 | $9,954+52.3% | $7,715+96.5% | $13,397+13.2% |