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 8-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 | $40,054 | $70,669-43.3% | $169,368-76.4% | $75,163-46.7% |
| Participation rate | 84.0% | 64.8%+19.2pp | 77.1%+6.9pp | 67.2%+16.8pp |
| Annual return | 16.44% | 36.36%-19.9pp | 405.60%-389.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,538 | $4,311+5.3% | $6,221-27.1% | $4,125+10.0% |
| Admin fee / account holder | $13,499 | $5,402+149.9% | $9,003+49.9% | $5,651+138.9% |