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 9-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 | $40,382 | $102,317-60.5% | $146,958-72.5% | $80,856-50.1% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 16.22% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,201 | $3,713-13.8% | $4,933-35.1% | $2,755+16.2% |
| Participant deferral / active EE | $4,912 | $6,644-26.1% | $8,070-39.1% | $4,296+14.3% |
| Admin fee / account holder | $2,394 | $7,941-69.9% | $12,998-81.6% | $6,918-65.4% |