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 | $36,653 | $115,770-68.3% | $101,248-63.8% | $158,922-76.9% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 18.70% | 56.14%-37.4pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,570 | $4,175-62.4% | $3,660-57.1% | $4,761-67.0% |
| Participant deferral / active EE | $6,573 | $4,957+32.6% | $4,370+50.4% | $5,982+9.9% |
| Admin fee / account holder | $7,139 | $7,245-1.5% | $5,945+20.1% | $11,246-36.5% |