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 | $35,130 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 19.14% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,428 | $4,810-49.5% | $4,305-43.6% | $4,299-43.5% |
| Participant deferral / active EE | $7,043 | $6,272+12.3% | $5,540+27.1% | $6,507+8.2% |
| Admin fee / account holder | $10,102 | $16,786-39.8% | $14,329-29.5% | $12,624-20.0% |