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 | $38,618 | $54,705-29.4% | $71,209-45.8% | $84,808-54.5% |
| Participation rate | 70.3% | 64.1%+6.2pp | 73.8%-3.5pp | 68.3%+2.0pp |
| Annual return | 23.57% | 35.90%-12.3pp | 282.51%-258.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,390 | $2,158+57.1% | $2,721+24.6% | $2,631+28.8% |
| Participant deferral / active EE | $4,380 | $3,030+44.5% | $4,175+4.9% | $4,212+4.0% |
| Admin fee / account holder | $1,988 | $4,863-59.1% | $5,349-62.8% | $7,344-72.9% |