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 | $35,915 | $202,432-82.3% | $169,368-78.8% | $139,434-74.2% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 21.82% | 531.74%-509.9pp | 405.60%-383.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,705 | $4,692-42.3% | $4,013-32.6% | $4,751-43.1% |
| Participant deferral / active EE | $6,784 | $6,938-2.2% | $6,221+9.0% | $6,710+1.1% |
| Admin fee / account holder | $2,437 | $10,708-77.2% | $9,003-72.9% | $11,403-78.6% |