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 | $27,530 | $148,534-81.5% | $135,903-79.7% | $139,434-80.3% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 23.36% | 79.19%-55.8pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $5,982 | $5,243+14.1% | $4,856+23.2% | $4,751+25.9% |
| Participant deferral / active EE | $11,581 | $8,100+43.0% | $7,758+49.3% | $6,710+72.6% |
| Admin fee / account holder | $4,885 | $12,400-60.6% | $10,762-54.6% | $11,403-57.2% |