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 8-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 | $34,115 | $133,922-74.5% | $116,228-70.6% | $142,382-76.0% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.6%+21.3pp | 80.1%+15.7pp |
| Annual return | 20.20% | 147.76%-127.6pp | 90.06%-69.9pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,694 | $3,446-50.8% | $2,994-43.4% | $4,299-60.6% |
| Participant deferral / active EE | $3,863 | $5,672-31.9% | $4,953-22.0% | $6,507-40.6% |
| Admin fee / account holder | $743 | $14,945-95.0% | $11,989-93.8% | $12,624-94.1% |