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 9-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 | $24,663 | $157,256-84.3% | $141,162-82.5% | $152,861-83.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 38.35% | 64.32%-26.0pp | 71.39%-33.0pp | 345.32%-307.0pp |
| Employer contribution / active EE | $4,326 | $5,261-17.8% | $4,735-8.6% | $4,762-9.2% |
| Participant deferral / active EE | $6,236 | $7,109-12.3% | $6,709-7.1% | $5,850+6.6% |
| Admin fee / account holder | $1,963 | $12,120-83.8% | $10,261-80.9% | $11,596-83.1% |