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 | $41,815 | $102,317-59.1% | $146,958-71.5% | $80,856-48.3% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 13.96% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,553 | $3,713-4.3% | $4,933-28.0% | $2,755+29.0% |
| Participant deferral / active EE | $7,060 | $6,644+6.3% | $8,070-12.5% | $4,296+64.3% |
| Admin fee / account holder | $3,406 | $7,941-57.1% | $12,998-73.8% | $6,918-50.8% |