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 | $32,303 | $165,335-80.5% | $149,696-78.4% | $158,922-79.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.02% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,519 | $5,103-50.6% | $4,644-45.8% | $4,761-47.1% |
| Participant deferral / active EE | $8,350 | $7,181+16.3% | $6,842+22.0% | $5,982+39.6% |
| Admin fee / account holder | $466 | $10,807-95.7% | $9,309-95.0% | $11,246-95.9% |