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 | $35,632 | $183,519-80.6% | $155,509-77.1% | $145,922-75.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 21.57% | 61.17%-39.6pp | 64.67%-43.1pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,426 | $5,313-54.3% | $4,672-48.1% | $4,660-47.9% |
| Participant deferral / active EE | $7,172 | $6,462+11.0% | $5,626+27.5% | $6,688+7.2% |
| Admin fee / account holder | $530 | $19,313-97.3% | $15,912-96.7% | $13,397-96.0% |