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 | $39,080 | $111,754-65.0% | $103,333-62.2% | $145,922-73.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 9.74% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,716 | $4,212-59.3% | $3,868-55.6% | $4,660-63.2% |
| Participant deferral / active EE | $4,322 | $5,619-23.1% | $5,057-14.6% | $6,688-35.4% |
| Admin fee / account holder | $2,395 | $9,750-75.4% | $8,355-71.3% | $13,397-82.1% |