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 9-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 | $36,297 | $96,635-62.4% | $86,612-58.1% | $139,434-74.0% |
| Participation rate | 73.7% | 74.4%-0.7pp | 71.7%+2.0pp | 80.3%-6.6pp |
| Annual return | 12.05% | 106.41%-94.4pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $4,130 | $3,263+26.6% | $3,022+36.6% | $4,751-13.1% |
| Participant deferral / active EE | $5,990 | $4,836+23.9% | $4,438+35.0% | $6,710-10.7% |
| Admin fee / account holder | $24,376 | $6,408+280.4% | $5,614+334.2% | $11,403+113.8% |