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 | $30,751 | $162,781-81.1% | $133,956-77.0% | $158,922-80.7% |
| Participation rate | 70.6% | 83.2%-12.6pp | 79.8%-9.3pp | 82.0%-11.4pp |
| Annual return | 11.63% | 41.94%-30.3pp | 45.09%-33.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,806 | $4,975-63.7% | $3,919-53.9% | $4,761-62.1% |
| Participant deferral / active EE | $4,742 | $5,911-19.8% | $5,048-6.0% | $5,982-20.7% |
| Admin fee / account holder | $4,047 | $11,736-65.5% | $8,927-54.7% | $11,246-64.0% |