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 | $25,881 | $127,100-79.6% | $105,738-75.5% | $135,375-80.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 76.3%+15.3pp | 82.6%+9.0pp |
| Annual return | 36.37% | 4.49%+31.9pp | 6.27%+30.1pp | 519.73%-483.4pp |
| Employer contribution / active EE | $2,166 | $4,107-47.3% | $3,268-33.7% | $4,779-54.7% |
| Participant deferral / active EE | $3,791 | $5,064-25.1% | $4,080-7.1% | $5,609-32.4% |
| Admin fee / account holder | $9,107 | $9,087+0.2% | $6,913+31.7% | $10,827-15.9% |