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 | $38,246 | $217,402-82.4% | $185,823-79.4% | $167,490-77.2% |
| Participation rate | 78.9% | 86.0%-7.1pp | 81.7%-2.8pp | 82.1%-3.2pp |
| Annual return | 15.04% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,151 | $5,873-63.4% | $5,167-58.4% | $4,837-55.5% |
| Participant deferral / active EE | $3,824 | $6,356-39.8% | $5,568-31.3% | $6,341-39.7% |
| Admin fee / account holder | $669 | $19,811-96.6% | $16,237-95.9% | $12,309-94.6% |