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 | $35,564 | $103,376-65.6% | $87,100-59.2% | $152,861-76.7% |
| Participation rate | 86.7% | 79.3%+7.3pp | 76.9%+9.8pp | 82.4%+4.2pp |
| Annual return | 88.18% | 28.10%+60.1pp | 28.19%+60.0pp | 345.32%-257.1pp |
| Employer contribution / active EE | $1,779 | $3,220-44.8% | $2,521-29.5% | $4,762-62.7% |
| Participant deferral / active EE | $3,041 | $4,778-36.4% | $4,049-24.9% | $5,850-48.0% |
| Admin fee / account holder | $696 | $12,205-94.3% | $7,497-90.7% | $11,596-94.0% |