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 9-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 | $32,676 | $114,381-71.4% | $107,525-69.6% | $142,382-77.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.90% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,425 | $4,015-64.5% | $3,754-62.0% | $4,299-66.8% |
| Participant deferral / active EE | $1,717 | $5,564-69.1% | $5,116-66.4% | $6,507-73.6% |
| Admin fee / account holder | $1,935 | $9,860-80.4% | $8,919-78.3% | $12,624-84.7% |