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 9-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 | $36,192 | $159,602-77.3% | $150,045-75.9% | $142,382-74.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.99% | 70.24%-50.2pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $7,478 | $4,961+50.8% | $4,693+59.3% | $4,299+73.9% |
| Participant deferral / active EE | $11,427 | $8,310+37.5% | $7,997+42.9% | $6,507+75.6% |
| Admin fee / account holder | $5,615 | $14,846-62.2% | $13,435-58.2% | $12,624-55.5% |