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 | $37,596 | $115,770-67.5% | $101,248-62.9% | $158,922-76.3% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 18.56% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,628 | $4,175-37.0% | $3,660-28.2% | $4,761-44.8% |
| Participant deferral / active EE | $5,343 | $4,957+7.8% | $4,370+22.3% | $5,982-10.7% |
| Admin fee / account holder | $417 | $7,245-94.2% | $5,945-93.0% | $11,246-96.3% |