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 | $37,386 | $201,272-81.4% | $184,203-79.7% | $145,922-74.4% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 13.81% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,689 | $7,022-47.5% | $6,427-42.6% | $4,660-20.8% |
| Participant deferral / active EE | $8,010 | $9,806-18.3% | $9,131-12.3% | $6,688+19.8% |
| Admin fee / account holder | $24,854 | $16,364+51.9% | $13,901+78.8% | $13,397+85.5% |