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 | $56,332 | $111,724-49.6% | $93,606-39.8% | $145,922-61.4% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.1pp |
| Annual return | 10.40% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,157 | $3,090-30.2% | $2,420-10.9% | $4,660-53.7% |
| Participant deferral / active EE | $6,527 | $4,912+32.9% | $4,411+48.0% | $6,688-2.4% |
| Admin fee / account holder | $5,052 | $10,250-50.7% | $8,285-39.0% | $13,397-62.3% |