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 | $34,413 | $74,888-54.0% | $71,209-51.7% | $142,382-75.8% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.1%-3.6pp |
| Annual return | 24.57% | 345.14%-320.6pp | 282.51%-257.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $542 | $2,854-81.0% | $2,721-80.1% | $4,299-87.4% |
| Participant deferral / active EE | $1,166 | $4,454-73.8% | $4,175-72.1% | $6,507-82.1% |
| Admin fee / account holder | $16,679 | $5,568+199.5% | $5,349+211.8% | $12,624+32.1% |