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 7-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 | $40,181 | $158,398-74.6% | $126,539-68.2% | $142,382-71.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 14.94% | 593.76%-578.8pp | 425.95%-411.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,480 | $4,650-68.2% | $3,674-59.7% | $4,299-65.6% |
| Participant deferral / active EE | $4,233 | $4,767-11.2% | $4,083+3.7% | $6,507-34.9% |
| Admin fee / account holder | $9,012 | $6,918+30.3% | $6,065+48.6% | $12,624-28.6% |