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 4-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 | $37,061 | $107,452-65.5% | $91,541-59.5% | $142,382-74.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 59.78% | 22.06%+37.7pp | 20.50%+39.3pp | 217.08%-157.3pp |
| Employer contribution / active EE | $3,897 | $2,994+30.2% | $2,505+55.6% | $4,299-9.3% |
| Participant deferral / active EE | $9,740 | $4,754+104.9% | $4,008+143.0% | $6,507+49.7% |
| Admin fee / account holder | $17,274 | $8,834+95.5% | $6,956+148.3% | $12,624+36.8% |