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 | $38,997 | $115,770-66.3% | $101,248-61.5% | $158,922-75.5% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 24.98% | 56.14%-31.2pp | 46.47%-21.5pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,761 | $4,175-33.9% | $3,660-24.5% | $4,761-42.0% |
| Participant deferral / active EE | $6,053 | $4,957+22.1% | $4,370+38.5% | $5,982+1.2% |
| Admin fee / account holder | $3,811 | $7,245-47.4% | $5,945-35.9% | $11,246-66.1% |