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 | $36,037 | $100,773-64.2% | $88,946-59.5% | $142,382-74.7% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 18.71% | 70.18%-51.5pp | 57.82%-39.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,211 | $2,918-24.2% | $2,555-13.5% | $4,299-48.6% |
| Participant deferral / active EE | $4,402 | $5,230-15.8% | $4,581-3.9% | $6,507-32.4% |
| Admin fee / account holder | $1,973 | $9,693-79.6% | $8,261-76.1% | $12,624-84.4% |