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 | $36,475 | $105,126-65.3% | $94,646-61.5% | $139,434-73.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 28.64% | 38.03%-9.4pp | 156.71%-128.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $7,307 | $4,106+78.0% | $3,672+99.0% | $4,751+53.8% |
| Participant deferral / active EE | $17,293 | $7,599+127.6% | $7,418+133.1% | $6,710+157.7% |
| Admin fee / account holder | $386 | $8,984-95.7% | $7,231-94.7% | $11,403-96.6% |