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 | $37,324 | $185,822-79.9% | $169,993-78.0% | $139,434-73.2% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 15.66% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,365 | $7,590-68.8% | $6,785-65.1% | $4,751-50.2% |
| Participant deferral / active EE | $6,332 | $11,622-45.5% | $10,408-39.2% | $6,710-5.6% |
| Admin fee / account holder | $8,741 | $15,381-43.2% | $12,815-31.8% | $11,403-23.3% |