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 | $43,406 | $177,572-75.6% | $154,803-72.0% | $142,382-69.5% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 18.25% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,522 | $4,810-68.4% | $4,305-64.6% | $4,299-64.6% |
| Participant deferral / active EE | $3,342 | $6,272-46.7% | $5,540-39.7% | $6,507-48.6% |
| Admin fee / account holder | $1,533 | $16,786-90.9% | $14,329-89.3% | $12,624-87.9% |