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 | $28,478 | $118,680-76.0% | $98,907-71.2% | $158,922-82.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 17.44% | 372.35%-354.9pp | 196.43%-179.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,928 | $3,333-12.1% | $2,689+8.9% | $4,761-38.5% |
| Participant deferral / active EE | $7,354 | $5,088+44.5% | $4,244+73.3% | $5,982+22.9% |
| Admin fee / account holder | $9,783 | $10,131-3.4% | $6,642+47.3% | $11,246-13.0% |