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 3-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 | $36,889 | $117,983-68.7% | $101,794-63.8% | $142,382-74.1% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 86.90% | 36.92%+50.0pp | 30.53%+56.4pp | 217.08%-130.2pp |
| Employer contribution / active EE | $3,243 | $2,773+17.0% | $2,289+41.7% | $4,299-24.6% |
| Participant deferral / active EE | $5,212 | $4,714+10.6% | $4,084+27.6% | $6,507-19.9% |
| Admin fee / account holder | $16,400 | $10,433+57.2% | $8,777+86.8% | $12,624+29.9% |