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 | $42,505 | $175,202-75.7% | $149,673-71.6% | $139,434-69.5% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 18.69% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,596 | $5,474-70.9% | $4,818-66.9% | $4,751-66.4% |
| Participant deferral / active EE | $3,317 | $6,519-49.1% | $5,680-41.6% | $6,710-50.6% |
| Admin fee / account holder | $4,189 | $16,150-74.1% | $13,210-68.3% | $11,403-63.3% |