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 | $35,662 | $98,750-63.9% | $149,696-76.2% | $79,858-55.3% |
| Participation rate | 85.2% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.6pp |
| Annual return | 21.38% | 27.43%-6.0pp | 276.60%-255.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $868 | $3,216-73.0% | $4,644-81.3% | $2,471-64.9% |
| Participant deferral / active EE | $2,996 | $5,680-47.3% | $6,842-56.2% | $3,740-19.9% |
| Admin fee / account holder | $1,436 | $6,053-76.3% | $9,309-84.6% | $5,306-72.9% |