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 | $33,689 | $117,381-71.3% | $99,443-66.1% | $152,861-78.0% |
| Participation rate | 70.0% | 77.5%-7.5pp | 73.8%-3.8pp | 82.4%-12.4pp |
| Annual return | 19.66% | 31.87%-12.2pp | 30.72%-11.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $992 | $3,013-67.1% | $2,540-60.9% | $4,762-79.2% |
| Participant deferral / active EE | $1,480 | $4,086-63.8% | $3,619-59.1% | $5,850-74.7% |
| Admin fee / account holder | $382 | $7,631-95.0% | $6,250-93.9% | $11,596-96.7% |