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 | $39,343 | $106,890-63.2% | $84,015-53.2% | $152,861-74.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 24.31% | 104.99%-80.7pp | 71.31%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,860 | $2,734+4.6% | $1,983+44.2% | $4,762-40.0% |
| Participant deferral / active EE | $4,213 | $4,011+5.0% | $3,239+30.1% | $5,850-28.0% |
| Admin fee / account holder | $5,942 | $8,285-28.3% | $6,101-2.6% | $11,596-48.8% |