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 | $37,153 | $124,281-70.1% | $109,143-66.0% | $167,490-77.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 14.99% | 26.04%-11.0pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,547 | $4,207-63.2% | $3,722-58.4% | $4,837-68.0% |
| Participant deferral / active EE | $3,092 | $5,255-41.2% | $4,653-33.5% | $6,341-51.2% |
| Admin fee / account holder | $1,775 | $7,970-77.7% | $6,752-73.7% | $12,309-85.6% |