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 | $32,222 | $159,901-79.8% | $146,958-78.1% | $145,922-77.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.36% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,920 | $5,286-44.8% | $4,933-40.8% | $4,660-37.3% |
| Participant deferral / active EE | $5,372 | $8,428-36.3% | $8,070-33.4% | $6,688-19.7% |
| Admin fee / account holder | $2,066 | $15,044-86.3% | $12,998-84.1% | $13,397-84.6% |