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 10-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 | $37,799 | $56,114-32.6% | $96,139-60.7% | $85,850-56.0% |
| Participation rate | 96.2% | 56.7%+39.4pp | 68.4%+27.7pp | 69.3%+26.8pp |
| Annual return | 12.31% | 42.30%-30.0pp | 191.94%-179.6pp | 318.53%-306.2pp |
| Employer contribution / active EE | $826 | $1,620-49.0% | $2,797-70.4% | $2,565-67.8% |
| Participant deferral / active EE | $2,625 | $2,859-8.2% | $4,349-39.6% | $3,952-33.6% |
| Admin fee / account holder | $2,720 | $3,768-27.8% | $5,537-50.9% | $6,260-56.6% |