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 | $38,207 | $112,096-65.9% | $95,952-60.2% | $158,922-76.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.74% | 171.09%-151.3pp | 91.61%-71.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,252 | $3,198-29.6% | $2,541-11.4% | $4,761-52.7% |
| Participant deferral / active EE | $6,261 | $4,784+30.9% | $4,167+50.3% | $5,982+4.7% |
| Admin fee / account holder | $2,490 | $10,130-75.4% | $6,795-63.4% | $11,246-77.9% |