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 | $36,348 | $111,754-67.5% | $103,333-64.8% | $145,922-75.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.83% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,453 | $4,212-41.8% | $3,868-36.6% | $4,660-47.4% |
| Participant deferral / active EE | $6,132 | $5,619+9.1% | $5,057+21.2% | $6,688-8.3% |
| Admin fee / account holder | $9,512 | $9,750-2.4% | $8,355+13.9% | $13,397-29.0% |