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 | $39,059 | $74,888-47.8% | $71,209-45.1% | $142,382-72.6% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 13.84% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,371 | $2,854-16.9% | $2,721-12.9% | $4,299-44.8% |
| Participant deferral / active EE | $6,370 | $4,454+43.0% | $4,175+52.6% | $6,507-2.1% |
| Admin fee / account holder | $2,957 | $5,568-46.9% | $5,349-44.7% | $12,624-76.6% |