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 | $38,377 | $165,335-76.8% | $149,696-74.4% | $158,922-75.9% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 20.12% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,797 | $5,103-64.8% | $4,644-61.3% | $4,761-62.3% |
| Participant deferral / active EE | $4,128 | $7,181-42.5% | $6,842-39.7% | $5,982-31.0% |
| Admin fee / account holder | $1,761 | $10,807-83.7% | $9,309-81.1% | $11,246-84.3% |