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 | $32,288 | $93,571-65.5% | $135,903-76.2% | $75,163-57.0% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,240 | $3,537-64.9% | $4,856-74.5% | $2,670-53.6% |
| Participant deferral / active EE | $3,490 | $6,404-45.5% | $7,758-55.0% | $4,125-15.4% |
| Admin fee / account holder | $623 | $6,975-91.1% | $10,762-94.2% | $5,651-89.0% |