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 4-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 | $37,612 | $102,317-63.2% | $146,958-74.4% | $80,856-53.5% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 13.87% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,135 | $3,713+11.4% | $4,933-16.2% | $2,755+50.1% |
| Participant deferral / active EE | $9,153 | $6,644+37.8% | $8,070+13.4% | $4,296+113.1% |
| Admin fee / account holder | $1,450 | $7,941-81.7% | $12,998-88.8% | $6,918-79.0% |