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 | $54,151 | $162,781-66.7% | $133,956-59.6% | $158,922-65.9% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 12.44% | 41.94%-29.5pp | 45.09%-32.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,211 | $4,975-75.7% | $3,919-69.1% | $4,761-74.6% |
| Participant deferral / active EE | $2,105 | $5,911-64.4% | $5,048-58.3% | $5,982-64.8% |
| Admin fee / account holder | $816 | $11,736-93.0% | $8,927-90.9% | $11,246-92.7% |