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 | $39,034 | $107,334-63.6% | $92,893-58.0% | $152,861-74.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 22.07% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $944 | $4,221-77.6% | $3,653-74.2% | $4,762-80.2% |
| Participant deferral / active EE | $5,864 | $4,845+21.0% | $4,236+38.4% | $5,850+0.2% |
| Admin fee / account holder | $411 | $7,079-94.2% | $5,794-92.9% | $11,596-96.5% |