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 | $38,403 | $165,984-76.9% | $164,813-76.7% | $145,922-73.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 12.57% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,763 | $5,273-66.6% | $4,341-59.4% | $4,660-62.2% |
| Participant deferral / active EE | $3,525 | $6,959-49.3% | $6,031-41.6% | $6,688-47.3% |
| Admin fee / account holder | $19,350 | $16,648+16.2% | $12,690+52.5% | $13,397+44.4% |