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 | $38,455 | $107,334-64.2% | $92,893-58.6% | $152,861-74.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 15.72% | 145.58%-129.9pp | 109.41%-93.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,526 | $4,221-40.1% | $3,653-30.8% | $4,762-47.0% |
| Participant deferral / active EE | $2,970 | $4,845-38.7% | $4,236-29.9% | $5,850-49.2% |
| Admin fee / account holder | $119,419 | $7,079+1586.9% | $5,794+1961.1% | $11,596+929.8% |