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 7-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 | $30,239 | $108,919-72.2% | $100,391-69.9% | $145,922-79.3% |
| Participation rate | 93.3% | 82.9%+10.4pp | 81.5%+11.9pp | 80.3%+13.1pp |
| Annual return | 16.33% | 57.88%-41.6pp | 49.20%-32.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,314 | $4,419-2.4% | $3,942+9.4% | $4,660-7.4% |
| Participant deferral / active EE | $8,784 | $8,445+4.0% | $8,082+8.7% | $6,688+31.3% |
| Admin fee / account holder | $11,311 | $9,689+16.7% | $7,899+43.2% | $13,397-15.6% |