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 | $40,089 | $81,208-50.6% | $98,907-59.5% | $79,858-49.8% |
| Participation rate | 98.6% | 72.5%+26.0pp | 76.0%+22.5pp | 69.6%+28.9pp |
| Annual return | 15.57% | 60.99%-45.4pp | 196.43%-180.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,357 | $1,960-30.8% | $2,689-49.5% | $2,471-45.1% |
| Participant deferral / active EE | $1,428 | $3,265-56.3% | $4,244-66.4% | $3,740-61.8% |
| Admin fee / account holder | $1,619 | $6,013-73.1% | $6,642-75.6% | $5,306-69.5% |