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 | $40,150 | $183,519-78.1% | $155,509-74.2% | $145,922-72.5% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 16.21% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,897 | $5,313-7.8% | $4,672+4.8% | $4,660+5.1% |
| Participant deferral / active EE | $8,786 | $6,462+36.0% | $5,626+56.2% | $6,688+31.4% |
| Admin fee / account holder | $1,707 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |