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 | $33,589 | $89,355-62.4% | $141,162-76.2% | $72,985-54.0% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 20.44% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $830 | $3,114-73.4% | $4,735-82.5% | $2,440-66.0% |
| Participant deferral / active EE | $3,463 | $5,418-36.1% | $6,709-48.4% | $3,607-4.0% |
| Admin fee / account holder | $1,638 | $5,958-72.5% | $10,261-84.0% | $5,124-68.0% |