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 | $30,243 | $116,175-74.0% | $93,606-67.7% | $152,861-80.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 24.45% | 35.96%-11.5pp | 32.76%-8.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $4,241 | $3,218+31.8% | $2,718+56.0% | $4,762-10.9% |
| Participant deferral / active EE | $18,402 | $4,603+299.7% | $4,069+352.3% | $5,850+214.5% |
| Admin fee / account holder | $2,796 | $10,748-74.0% | $7,888-64.6% | $11,596-75.9% |