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 | $36,955 | $114,381-67.7% | $107,525-65.6% | $142,382-74.0% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 16.99% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,932 | $5,564+6.6% | $5,116+16.0% | $6,507-8.8% |
| Admin fee / account holder | $3,832 | $9,860-61.1% | $8,919-57.0% | $12,624-69.6% |