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 8-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 | $41,516 | $48,795-14.9% | $65,493-36.6% | $84,808-51.0% |
| Participation rate | 86.4% | 67.0%+19.5pp | 73.1%+13.3pp | 68.3%+18.1pp |
| Annual return | 16.34% | 20.20%-3.9pp | 982.45%-966.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,283 | $1,930+18.3% | $2,574-11.3% | $2,631-13.2% |
| Participant deferral / active EE | $3,034 | $2,928+3.6% | $3,961-23.4% | $4,212-28.0% |
| Admin fee / account holder | $657 | $3,877-83.0% | $5,028-86.9% | $7,344-91.0% |