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 | $26,437 | $159,602-83.4% | $150,045-82.4% | $142,382-81.4% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 17.97% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,647 | $4,961-26.5% | $4,693-22.3% | $4,299-15.2% |
| Participant deferral / active EE | $4,316 | $8,310-48.1% | $7,997-46.0% | $6,507-33.7% |
| Admin fee / account holder | $2,252 | $14,846-84.8% | $13,435-83.2% | $12,624-82.2% |