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 | $44,646 | $114,381-61.0% | $107,525-58.5% | $142,382-68.6% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 12.94% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,040 | $4,015-49.2% | $3,754-45.7% | $4,299-52.6% |
| Participant deferral / active EE | $2,384 | $5,564-57.1% | $5,116-53.4% | $6,507-63.4% |
| Admin fee / account holder | $2,884 | $9,860-70.8% | $8,919-67.7% | $12,624-77.2% |