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 | $34,954 | $158,398-77.9% | $126,539-72.4% | $142,382-75.5% |
| Participation rate | 94.1% | 75.8%+18.3pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 15.94% | 593.76%-577.8pp | 425.95%-410.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,424 | $4,650-69.4% | $3,674-61.2% | $4,299-66.9% |
| Participant deferral / active EE | $3,358 | $4,767-29.6% | $4,083-17.8% | $6,507-48.4% |
| Admin fee / account holder | $659 | $6,918-90.5% | $6,065-89.1% | $12,624-94.8% |