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 | $33,055 | $115,882-71.5% | $100,516-67.1% | $158,922-79.2% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 33.11% | 34.79%-1.7pp | 30.89%+2.2pp | 302.83%-269.7pp |
| Employer contribution / active EE | $2,878 | $4,103-29.8% | $3,418-15.8% | $4,761-39.5% |
| Participant deferral / active EE | $9,342 | $6,674+40.0% | $6,270+49.0% | $5,982+56.2% |
| Admin fee / account holder | $431 | $10,995-96.1% | $8,081-94.7% | $11,246-96.2% |