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 | $35,845 | $228,332-84.3% | $185,823-80.7% | $158,922-77.4% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.0%+6.2pp | 82.0%+2.3pp |
| Annual return | 21.55% | 40.80%-19.3pp | 35.95%-14.4pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,147 | $4,967-76.9% | $4,087-71.9% | $4,761-75.9% |
| Participant deferral / active EE | $2,689 | $6,415-58.1% | $5,632-52.3% | $5,982-55.1% |
| Admin fee / account holder | $765 | $11,864-93.6% | $9,500-91.9% | $11,246-93.2% |