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 | $30,554 | $117,983-74.1% | $101,794-70.0% | $142,382-78.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.10% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $557 | $2,773-79.9% | $2,289-75.7% | $4,299-87.1% |
| Participant deferral / active EE | $1,759 | $4,714-62.7% | $4,084-56.9% | $6,507-73.0% |
| Admin fee / account holder | $839 | $10,433-92.0% | $8,777-90.4% | $12,624-93.4% |