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 5-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 | $40,165 | $100,773-60.1% | $88,946-54.8% | $142,382-71.8% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 19.91% | 70.18%-50.3pp | 57.82%-37.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $6,460 | $2,918+121.4% | $2,555+152.8% | $4,299+50.3% |
| Participant deferral / active EE | $6,033 | $5,230+15.3% | $4,581+31.7% | $6,507-7.3% |
| Admin fee / account holder | $1,031 | $9,693-89.4% | $8,261-87.5% | $12,624-91.8% |