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 7-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 | $38,895 | $154,117-74.8% | $129,995-70.1% | $139,434-72.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.07% | 32.48%-14.4pp | -137.18%+155.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $6,451 | $5,289+22.0% | $4,320+49.3% | $4,751+35.8% |
| Participant deferral / active EE | $12,666 | $6,710+88.8% | $5,820+117.6% | $6,710+88.8% |
| Admin fee / account holder | $14,303 | $14,007+2.1% | $10,614+34.8% | $11,403+25.4% |