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 | $30,093 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 17.94% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,039 | $5,261-80.3% | $4,735-78.1% | $4,762-78.2% |
| Participant deferral / active EE | $4,768 | $7,109-32.9% | $6,709-28.9% | $5,850-18.5% |
| Admin fee / account holder | $23,072 | $12,120+90.4% | $10,261+124.8% | $11,596+99.0% |