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 | $26,656 | $165,335-83.9% | $149,696-82.2% | $158,922-83.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 33.58% | 348.15%-314.6pp | 276.60%-243.0pp | 302.83%-269.2pp |
| Employer contribution / active EE | $7,581 | $5,103+48.6% | $4,644+63.2% | $4,761+59.2% |
| Participant deferral / active EE | $7,333 | $7,181+2.1% | $6,842+7.2% | $5,982+22.6% |
| Admin fee / account holder | $1,497 | $10,807-86.1% | $9,309-83.9% | $11,246-86.7% |