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 6-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 | $40,393 | $175,202-76.9% | $149,673-73.0% | $139,434-71.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 14.24% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,593 | $5,474-34.4% | $4,818-25.4% | $4,751-24.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $842 | $16,150-94.8% | $13,210-93.6% | $11,403-92.6% |