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 | $34,754 | $106,515-67.4% | $96,683-64.1% | $139,434-75.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 12.82% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,057 | $4,103-25.5% | $3,737-18.2% | $4,751-35.7% |
| Participant deferral / active EE | $8,722 | $5,454+59.9% | $4,878+78.8% | $6,710+30.0% |
| Admin fee / account holder | $341 | $7,877-95.7% | $6,730-94.9% | $11,403-97.0% |