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 | $25,510 | $148,534-82.8% | $135,903-81.2% | $139,434-81.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 31.20% | 79.19%-48.0pp | 68.23%-37.0pp | 372.94%-341.7pp |
| Employer contribution / active EE | $6,579 | $5,243+25.5% | $4,856+35.5% | $4,751+38.5% |
| Participant deferral / active EE | $9,356 | $8,100+15.5% | $7,758+20.6% | $6,710+39.4% |
| Admin fee / account holder | $1,460 | $12,400-88.2% | $10,762-86.4% | $11,403-87.2% |