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 | $36,612 | $54,705-33.1% | $71,209-48.6% | $84,808-56.8% |
| Participation rate | 92.1% | 64.1%+28.0pp | 73.8%+18.4pp | 68.3%+23.8pp |
| Annual return | 20.74% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,801 | $2,158+29.8% | $2,721+3.0% | $2,631+6.5% |
| Participant deferral / active EE | $7,874 | $3,030+159.8% | $4,175+88.6% | $4,212+87.0% |
| Admin fee / account holder | $877 | $4,863-82.0% | $5,349-83.6% | $7,344-88.1% |