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 | $36,189 | $102,317-64.6% | $146,958-75.4% | $80,856-55.2% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 26.16% | 134.76%-108.6pp | 418.34%-392.2pp | 35.59%-9.4pp |
| Employer contribution / active EE | $3,111 | $3,713-16.2% | $4,933-36.9% | $2,755+12.9% |
| Participant deferral / active EE | $6,666 | $6,644+0.3% | $8,070-17.4% | $4,296+55.2% |
| Admin fee / account holder | $2,988 | $7,941-62.4% | $12,998-77.0% | $6,918-56.8% |