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 | $39,877 | $114,381-65.1% | $107,525-62.9% | $142,382-72.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.88% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,548 | $4,015-36.5% | $3,754-32.1% | $4,299-40.7% |
| Participant deferral / active EE | $4,597 | $5,564-17.4% | $5,116-10.1% | $6,507-29.4% |
| Admin fee / account holder | $17,655 | $9,860+79.1% | $8,919+98.0% | $12,624+39.9% |