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 | $40,967 | $102,317-60.0% | $146,958-72.1% | $80,856-49.3% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 17.30% | 134.76%-117.5pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,008 | $3,713+7.9% | $4,933-18.8% | $2,755+45.5% |
| Participant deferral / active EE | $8,341 | $6,644+25.5% | $8,070+3.4% | $4,296+94.2% |
| Admin fee / account holder | $2,203 | $7,941-72.3% | $12,998-83.1% | $6,918-68.2% |