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 6-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 | $40,488 | $183,519-77.9% | $155,509-74.0% | $145,922-72.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.64% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,276 | $5,313-38.3% | $4,672-29.9% | $4,660-29.7% |
| Participant deferral / active EE | $4,074 | $6,462-37.0% | $5,626-27.6% | $6,688-39.1% |
| Admin fee / account holder | $14,815 | $19,313-23.3% | $15,912-6.9% | $13,397+10.6% |