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 | $36,004 | $115,770-68.9% | $101,248-64.4% | $158,922-77.3% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 13.92% | 56.14%-42.2pp | 46.47%-32.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,557 | $4,175-62.7% | $3,660-57.5% | $4,761-67.3% |
| Participant deferral / active EE | $6,143 | $4,957+23.9% | $4,370+40.6% | $5,982+2.7% |
| Admin fee / account holder | $1,155 | $7,245-84.1% | $5,945-80.6% | $11,246-89.7% |