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 | $58,379 | $108,919-46.4% | $100,391-41.8% | $145,922-60.0% |
| Participation rate | 93.8% | 82.9%+10.8pp | 81.5%+12.3pp | 80.3%+13.5pp |
| Annual return | 14.64% | 57.88%-43.2pp | 49.20%-34.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,040 | $4,419-31.2% | $3,942-22.9% | $4,660-34.8% |
| Participant deferral / active EE | $5,524 | $8,445-34.6% | $8,082-31.6% | $6,688-17.4% |
| Admin fee / account holder | $8,035 | $9,689-17.1% | $7,899+1.7% | $13,397-40.0% |