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 | $36,600 | $105,181-65.2% | $159,436-77.0% | $85,850-57.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 19.97% | 45.07%-25.1pp | 263.57%-243.6pp | 318.53%-298.6pp |
| Employer contribution / active EE | $3,102 | $3,318-6.5% | $4,829-35.8% | $2,565+20.9% |
| Participant deferral / active EE | $6,638 | $5,945+11.7% | $7,352-9.7% | $3,952+68.0% |
| Admin fee / account holder | $1,440 | $6,933-79.2% | $10,799-86.7% | $6,260-77.0% |