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 | $35,637 | $100,852-64.7% | $90,404-60.6% | $158,922-77.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 16.75% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,798 | $3,689-51.3% | $3,262-44.9% | $4,761-62.2% |
| Participant deferral / active EE | $2,499 | $4,348-42.5% | $3,963-36.9% | $5,982-58.2% |
| Admin fee / account holder | $4,996 | $6,501-23.2% | $5,611-11.0% | $11,246-55.6% |