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 | $35,616 | $176,056-79.8% | $159,436-77.7% | $167,490-78.7% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 16.11% | 331.75%-315.6pp | 263.57%-247.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,091 | $5,297-41.6% | $4,829-36.0% | $4,837-36.1% |
| Participant deferral / active EE | $9,850 | $7,750+27.1% | $7,352+34.0% | $6,341+55.3% |
| Admin fee / account holder | $526 | $12,554-95.8% | $10,799-95.1% | $12,309-95.7% |