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 8-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 | $37,064 | $106,515-65.2% | $96,683-61.7% | $139,434-73.4% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 18.16% | 38.43%-20.3pp | 35.69%-17.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,665 | $4,103-35.0% | $3,737-28.7% | $4,751-43.9% |
| Participant deferral / active EE | $6,484 | $5,454+18.9% | $4,878+32.9% | $6,710-3.4% |
| Admin fee / account holder | $319 | $7,877-96.0% | $6,730-95.3% | $11,403-97.2% |