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 | $32,782 | $126,574-74.1% | $106,213-69.1% | $145,922-77.5% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 13.42% | 224.79%-211.4pp | 116.14%-102.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,251 | $3,730-66.5% | $3,171-60.5% | $4,660-73.1% |
| Participant deferral / active EE | $1,989 | $5,724-65.3% | $5,016-60.4% | $6,688-70.3% |
| Admin fee / account holder | $373 | $17,304-97.8% | $11,033-96.6% | $13,397-97.2% |