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 | $38,519 | $79,523-51.6% | $140,016-72.5% | $56,287-31.6% |
| Participation rate | 70.9% | 85.7%-14.8pp | 87.5%-16.6pp | 69.9%+1.1pp |
| Annual return | 42.46% | 2.39%+40.1pp | 651.12%-608.7pp | -9.96%+52.4pp |
| Employer contribution / active EE | $2,002 | $3,350-40.2% | $5,606-64.3% | $2,111-5.1% |
| Participant deferral / active EE | $3,779 | $5,129-26.3% | $6,927-45.4% | $3,350+12.8% |
| Admin fee / account holder | $4,152 | $614+575.8% | $10,705-61.2% | $521+697.0% |