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 | $45,649 | $177,572-74.3% | $154,803-70.5% | $142,382-67.9% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 34.77% | 65.07%-30.3pp | 58.88%-24.1pp | 217.08%-182.3pp |
| Employer contribution / active EE | $2,694 | $4,810-44.0% | $4,305-37.4% | $4,299-37.3% |
| Participant deferral / active EE | $7,340 | $6,272+17.0% | $5,540+32.5% | $6,507+12.8% |
| Admin fee / account holder | $6,768 | $16,786-59.7% | $14,329-52.8% | $12,624-46.4% |