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 | $35,402 | $91,037-61.1% | $71,671-50.6% | $147,584-76.0% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 23.29% | 20.48%+2.8pp | 20.65%+2.6pp | 578.55%-555.3pp |
| Employer contribution / active EE | $2,187 | $3,327-34.3% | $2,460-11.1% | $4,876-55.1% |
| Participant deferral / active EE | $5,751 | $4,498+27.8% | $3,438+67.3% | $5,439+5.7% |
| Admin fee / account holder | $419 | $8,613-95.1% | $5,558-92.5% | $10,885-96.2% |