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 | $30,204 | $100,773-70.0% | $88,946-66.0% | $142,382-78.8% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 16.62% | 70.18%-53.6pp | 57.82%-41.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,889 | $2,918+33.3% | $2,555+52.2% | $4,299-9.5% |
| Participant deferral / active EE | $7,554 | $5,230+44.4% | $4,581+64.9% | $6,507+16.1% |
| Admin fee / account holder | $8,083 | $9,693-16.6% | $8,261-2.1% | $12,624-36.0% |