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 9-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 | $37,234 | $102,317-63.6% | $146,958-74.7% | $80,856-54.0% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 13.31% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,823 | $3,713-24.0% | $4,933-42.8% | $2,755+2.5% |
| Participant deferral / active EE | $6,607 | $6,644-0.5% | $8,070-18.1% | $4,296+53.8% |
| Admin fee / account holder | $2,134 | $7,941-73.1% | $12,998-83.6% | $6,918-69.1% |