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 10-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 | $39,261 | $165,912-76.3% | $122,332-67.9% | $147,584-73.4% |
| Participation rate | 89.5% | 79.6%+9.9pp | 71.6%+17.8pp | 82.8%+6.6pp |
| Annual return | 15.47% | 34.55%-19.1pp | 30.27%-14.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,606 | $5,754-72.1% | $4,050-60.3% | $4,876-67.1% |
| Participant deferral / active EE | $1,874 | $4,005-53.2% | $3,287-43.0% | $5,439-65.5% |
| Admin fee / account holder | $2,205 | $7,424-70.3% | $5,478-59.7% | $10,885-79.7% |