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 | $36,976 | $65,395-43.5% | $182,532-79.7% | $72,985-49.3% |
| Participation rate | 74.1% | 65.4%+8.7pp | 78.0%-3.8pp | 69.5%+4.7pp |
| Annual return | 18.96% | 27.68%-8.7pp | 148.54%-129.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,371 | $1,911+76.4% | $4,076-17.3% | $2,440+38.2% |
| Participant deferral / active EE | $1,939 | $3,563-45.6% | $5,524-64.9% | $3,607-46.2% |
| Admin fee / account holder | $582 | $4,245-86.3% | $8,592-93.2% | $5,124-88.6% |