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 10-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 | $31,887 | $176,662-82.0% | $130,648-75.6% | $152,861-79.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 9.06% | 2692.24%-2683.2pp | 1708.96%-1699.9pp | 345.32%-336.3pp |
| Employer contribution / active EE | $1,974 | $5,742-65.6% | $4,092-51.8% | $4,762-58.6% |
| Participant deferral / active EE | $921 | $4,361-78.9% | $3,603-74.4% | $5,850-84.3% |
| Admin fee / account holder | $543 | $7,133-92.4% | $5,464-90.1% | $11,596-95.3% |