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 | $29,488 | $105,126-72.0% | $94,646-68.8% | $139,434-78.9% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 60.78% | 38.03%+22.8pp | 156.71%-95.9pp | 372.94%-312.2pp |
| Employer contribution / active EE | $1,222 | $4,106-70.2% | $3,672-66.7% | $4,751-74.3% |
| Participant deferral / active EE | $10,610 | $7,599+39.6% | $7,418+43.0% | $6,710+58.1% |
| Admin fee / account holder | $895 | $8,984-90.0% | $7,231-87.6% | $11,403-92.1% |