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 | $37,972 | $176,056-78.4% | $159,436-76.2% | $167,490-77.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.58% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,586 | $5,297-32.3% | $4,829-25.7% | $4,837-25.9% |
| Participant deferral / active EE | $8,119 | $7,750+4.8% | $7,352+10.4% | $6,341+28.0% |
| Admin fee / account holder | $3,388 | $12,554-73.0% | $10,799-68.6% | $12,309-72.5% |