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 | $36,687 | $176,377-79.2% | $134,143-72.7% | $158,922-76.9% |
| Participation rate | 89.5% | 78.7%+10.8pp | 72.2%+17.3pp | 82.0%+7.5pp |
| Annual return | 16.64% | 63.63%-47.0pp | 36.33%-19.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,860 | $5,040-63.1% | $3,704-49.8% | $4,761-60.9% |
| Participant deferral / active EE | $2,747 | $4,091-32.9% | $3,499-21.5% | $5,982-54.1% |
| Admin fee / account holder | $1,271 | $8,718-85.4% | $6,684-81.0% | $11,246-88.7% |