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 | $35,014 | $202,432-82.7% | $169,368-79.3% | $139,434-74.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 17.96% | 531.74%-513.8pp | 405.60%-387.6pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,987 | $4,692-57.7% | $4,013-50.5% | $4,751-58.2% |
| Participant deferral / active EE | $4,255 | $6,938-38.7% | $6,221-31.6% | $6,710-36.6% |
| Admin fee / account holder | $7,233 | $10,708-32.5% | $9,003-19.7% | $11,403-36.6% |