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 | $38,547 | $176,377-78.1% | $134,143-71.3% | $158,922-75.7% |
| Participation rate | 91.7% | 78.7%+13.0pp | 72.2%+19.5pp | 82.0%+9.7pp |
| Annual return | 13.74% | 63.63%-49.9pp | 36.33%-22.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,769 | $5,040-64.9% | $3,704-52.2% | $4,761-62.8% |
| Participant deferral / active EE | $2,970 | $4,091-27.4% | $3,499-15.1% | $5,982-50.3% |
| Admin fee / account holder | $1,639 | $8,718-81.2% | $6,684-75.5% | $11,246-85.4% |