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 8-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 | $42,956 | $102,317-58.0% | $146,958-70.8% | $80,856-46.9% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.2%+12.0pp | 67.6%+26.6pp |
| Annual return | 22.59% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.0pp |
| Employer contribution / active EE | $2,078 | $3,713-44.0% | $4,933-57.9% | $2,755-24.6% |
| Participant deferral / active EE | $5,564 | $6,644-16.2% | $8,070-31.0% | $4,296+29.5% |
| Admin fee / account holder | $2,221 | $7,941-72.0% | $12,998-82.9% | $6,918-67.9% |