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 | $32,760 | $52,519-37.6% | $155,790-79.0% | $59,632-45.1% |
| Participation rate | 92.7% | 61.7%+31.0pp | 76.1%+16.6pp | 68.7%+24.0pp |
| Annual return | 26.38% | 53.51%-27.1pp | 71.54%-45.2pp | 2041.28%-2014.9pp |
| Employer contribution / active EE | $2,165 | $1,589+36.2% | $3,836-43.6% | $2,203-1.7% |
| Participant deferral / active EE | $4,566 | $3,084+48.0% | $4,797-4.8% | $3,192+43.1% |
| Admin fee / account holder | $549 | $3,540-84.5% | $7,478-92.7% | $4,297-87.2% |