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 | $37,275 | $159,602-76.6% | $150,045-75.2% | $142,382-73.8% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 14.38% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,567 | $4,961-68.4% | $4,693-66.6% | $4,299-63.6% |
| Participant deferral / active EE | $3,518 | $8,310-57.7% | $7,997-56.0% | $6,507-45.9% |
| Admin fee / account holder | $5,609 | $14,846-62.2% | $13,435-58.3% | $12,624-55.6% |