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 | $39,578 | $108,919-63.7% | $100,391-60.6% | $145,922-72.9% |
| Participation rate | 85.0% | 82.9%+2.1pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 11.77% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,822 | $4,419-58.8% | $3,942-53.8% | $4,660-60.9% |
| Participant deferral / active EE | $4,392 | $8,445-48.0% | $8,082-45.7% | $6,688-34.3% |
| Admin fee / account holder | $2,240 | $9,689-76.9% | $7,899-71.6% | $13,397-83.3% |