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 | $30,120 | $157,256-80.8% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 34.25% | 64.32%-30.1pp | 71.39%-37.1pp | 345.32%-311.1pp |
| Employer contribution / active EE | $5,821 | $5,261+10.6% | $4,735+22.9% | $4,762+22.2% |
| Participant deferral / active EE | $8,137 | $7,109+14.5% | $6,709+21.3% | $5,850+39.1% |
| Admin fee / account holder | $1,734 | $12,120-85.7% | $10,261-83.1% | $11,596-85.0% |