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 | $38,004 | $106,584-64.3% | $101,326-62.5% | $142,382-73.3% |
| Participation rate | 88.2% | 82.7%+5.5pp | 81.5%+6.7pp | 80.1%+8.1pp |
| Annual return | 121.28% | 36.93%+84.4pp | 36.82%+84.5pp | 217.08%-95.8pp |
| Employer contribution / active EE | $5,305 | $3,956+34.1% | $3,665+44.7% | $4,299+23.4% |
| Participant deferral / active EE | $11,924 | $8,297+43.7% | $7,994+49.2% | $6,507+83.2% |
| Admin fee / account holder | $1,894 | $11,446-83.5% | $11,185-83.1% | $12,624-85.0% |