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 | $36,133 | $177,572-79.7% | $154,803-76.7% | $142,382-74.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 13.11% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,732 | $4,810-64.0% | $4,305-59.8% | $4,299-59.7% |
| Participant deferral / active EE | $5,023 | $6,272-19.9% | $5,540-9.3% | $6,507-22.8% |
| Admin fee / account holder | $11,071 | $16,786-34.0% | $14,329-22.7% | $12,624-12.3% |