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 4-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 | $40,403 | $108,919-62.9% | $100,391-59.8% | $145,922-72.3% |
| Participation rate | 81.8% | 82.9%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 31.06% | 57.88%-26.8pp | 49.20%-18.1pp | 561.29%-530.2pp |
| Employer contribution / active EE | $2,118 | $4,419-52.1% | $3,942-46.3% | $4,660-54.5% |
| Participant deferral / active EE | $2,855 | $8,445-66.2% | $8,082-64.7% | $6,688-57.3% |
| Admin fee / account holder | $1,374 | $9,689-85.8% | $7,899-82.6% | $13,397-89.7% |