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 | $36,625 | $176,056-79.2% | $159,436-77.0% | $167,490-78.1% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 22.49% | 331.75%-309.3pp | 263.57%-241.1pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,234 | $5,297-76.7% | $4,829-74.4% | $4,837-74.5% |
| Participant deferral / active EE | $8,481 | $7,750+9.4% | $7,352+15.3% | $6,341+33.7% |
| Admin fee / account holder | $524 | $12,554-95.8% | $10,799-95.1% | $12,309-95.7% |