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 | $32,896 | $177,572-81.5% | $154,803-78.7% | $142,382-76.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 22.72% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,494 | $4,810-68.9% | $4,305-65.3% | $4,299-65.3% |
| Participant deferral / active EE | $6,047 | $6,272-3.6% | $5,540+9.1% | $6,507-7.1% |
| Admin fee / account holder | $2,147 | $16,786-87.2% | $14,329-85.0% | $12,624-83.0% |