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 | $30,885 | $100,773-69.4% | $88,946-65.3% | $142,382-78.3% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.8%+26.2pp | 80.1%+14.9pp |
| Annual return | 21.09% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,996 | $2,918+37.0% | $2,555+56.4% | $4,299-7.0% |
| Participant deferral / active EE | $6,529 | $5,230+24.8% | $4,581+42.5% | $6,507+0.3% |
| Admin fee / account holder | $1,068 | $9,693-89.0% | $8,261-87.1% | $12,624-91.5% |