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 6-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 | $29,137 | $148,534-80.4% | $135,903-78.6% | $139,434-79.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 27.87% | 79.19%-51.3pp | 68.23%-40.4pp | 372.94%-345.1pp |
| Employer contribution / active EE | $3,572 | $5,243-31.9% | $4,856-26.4% | $4,751-24.8% |
| Participant deferral / active EE | $7,199 | $8,100-11.1% | $7,758-7.2% | $6,710+7.3% |
| Admin fee / account holder | $1,156 | $12,400-90.7% | $10,762-89.3% | $11,403-89.9% |