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 | $37,159 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,000 | $4,961-59.7% | $4,693-57.4% | $4,299-53.5% |
| Participant deferral / active EE | $3,739 | $8,310-55.0% | $7,997-53.2% | $6,507-42.5% |
| Admin fee / account holder | $651 | $14,846-95.6% | $13,435-95.2% | $12,624-94.8% |