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 | $41,535 | $91,407-54.6% | $135,903-69.4% | $71,457-41.9% |
| Participation rate | 72.3% | 75.7%-3.3pp | 81.9%-9.6pp | 67.9%+4.4pp |
| Annual return | 46.65% | 29.90%+16.8pp | 68.23%-21.6pp | 28.85%+17.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,394 | $7,092+60.7% | $7,758+46.9% | $4,289+165.7% |
| Admin fee / account holder | $1,882 | $1,266+48.7% | $10,762-82.5% | $1,587+18.6% |