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 3-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 | $41,363 | $109,982-62.4% | $97,226-57.5% | $145,922-71.7% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 35.97% | 242.90%-206.9pp | 75.13%-39.2pp | 561.29%-525.3pp |
| Employer contribution / active EE | $2,519 | $3,084-18.3% | $2,729-7.7% | $4,660-45.9% |
| Participant deferral / active EE | $6,042 | $4,676+29.2% | $4,264+41.7% | $6,688-9.7% |
| Admin fee / account holder | $2,741 | $6,221-55.9% | $5,654-51.5% | $13,397-79.5% |