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 | $33,947 | $210,648-83.9% | $177,989-80.9% | $145,922-76.7% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 10.99% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,178 | $4,565-30.4% | $3,949-19.5% | $4,660-31.8% |
| Participant deferral / active EE | $5,632 | $6,958-19.1% | $6,276-10.3% | $6,688-15.8% |
| Admin fee / account holder | $3,799 | $12,013-68.4% | $10,363-63.3% | $13,397-71.6% |