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 | $42,131 | $91,190-53.8% | $178,490-76.4% | $79,858-47.2% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 16.61% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,907 | $3,256-10.7% | $5,011-42.0% | $2,471+17.7% |
| Participant deferral / active EE | $6,393 | $3,236+97.5% | $5,202+22.9% | $3,740+70.9% |
| Admin fee / account holder | $3,005 | $6,751-55.5% | $13,984-78.5% | $5,306-43.4% |