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 | $37,489 | $209,411-82.1% | $178,490-79.0% | $158,922-76.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 21.63% | 188.75%-167.1pp | 151.07%-129.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,721 | $5,706-69.8% | $5,011-65.6% | $4,761-63.8% |
| Participant deferral / active EE | $8,152 | $5,954+36.9% | $5,202+56.7% | $5,982+36.3% |
| Admin fee / account holder | $509 | $17,074-97.0% | $13,984-96.4% | $11,246-95.5% |