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 | $37,563 | $112,881-66.7% | $90,951-58.7% | $158,922-76.4% |
| Participation rate | 84.2% | 74.7%+9.5pp | 69.0%+15.2pp | 82.0%+2.3pp |
| Annual return | 17.73% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,764 | $2,893-4.5% | $2,122+30.3% | $4,761-41.9% |
| Participant deferral / active EE | $4,291 | $4,128+4.0% | $3,373+27.2% | $5,982-28.3% |
| Admin fee / account holder | $1,012 | $8,041-87.4% | $5,959-83.0% | $11,246-91.0% |