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 | $38,965 | $105,126-62.9% | $94,646-58.8% | $139,434-72.1% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 21.07% | 38.03%-17.0pp | 156.71%-135.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,170 | $4,106+1.6% | $3,672+13.6% | $4,751-12.2% |
| Participant deferral / active EE | $8,797 | $7,599+15.8% | $7,418+18.6% | $6,710+31.1% |
| Admin fee / account holder | $1,081 | $8,984-88.0% | $7,231-85.1% | $11,403-90.5% |