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 6-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 | $34,764 | $118,849-70.7% | $96,562-64.0% | $167,490-79.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 10.87% | 50.49%-39.6pp | 37.78%-26.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $844 | $3,120-73.0% | $2,356-64.2% | $4,837-82.6% |
| Participant deferral / active EE | $2,016 | $4,616-56.3% | $3,849-47.6% | $6,341-68.2% |
| Admin fee / account holder | $460 | $8,065-94.3% | $6,181-92.6% | $12,309-96.3% |