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 5-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 | $42,471 | $53,516-20.6% | $126,539-66.4% | $84,808-49.9% |
| Participation rate | 86.0% | 58.2%+27.7pp | 69.8%+16.1pp | 68.3%+17.7pp |
| Annual return | 18.32% | 58.34%-40.0pp | 425.95%-407.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,348 | $1,535+53.0% | $3,674-36.1% | $2,631-10.8% |
| Participant deferral / active EE | $4,801 | $2,671+79.8% | $4,083+17.6% | $4,212+14.0% |
| Admin fee / account holder | $615 | $4,497-86.3% | $6,065-89.9% | $7,344-91.6% |