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 | $30,013 | $114,381-73.8% | $107,525-72.1% | $142,382-78.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.91% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,293 | $4,015-42.9% | $3,754-38.9% | $4,299-46.7% |
| Participant deferral / active EE | $7,563 | $5,564+35.9% | $5,116+47.8% | $6,507+16.2% |
| Admin fee / account holder | $23,182 | $9,860+135.1% | $8,919+159.9% | $12,624+83.6% |