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 8-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 | $39,693 | $74,888-47.0% | $71,209-44.3% | $142,382-72.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 21.95% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,002 | $2,854+5.2% | $2,721+10.3% | $4,299-30.2% |
| Participant deferral / active EE | $5,054 | $4,454+13.5% | $4,175+21.0% | $6,507-22.3% |
| Admin fee / account holder | $806 | $5,568-85.5% | $5,349-84.9% | $12,624-93.6% |