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 | $28,457 | $114,381-75.1% | $107,525-73.5% | $142,382-80.0% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 13.05% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,962 | $4,015-51.1% | $3,754-47.7% | $4,299-54.4% |
| Participant deferral / active EE | $3,055 | $5,564-45.1% | $5,116-40.3% | $6,507-53.1% |
| Admin fee / account holder | $16,784 | $9,860+70.2% | $8,919+88.2% | $12,624+33.0% |