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 | $35,066 | $117,841-70.2% | $102,423-65.8% | $145,922-76.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 20.44% | 31.65%-11.2pp | 29.32%-8.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,038 | $3,615-43.6% | $3,023-32.6% | $4,660-56.3% |
| Participant deferral / active EE | $4,187 | $5,731-26.9% | $5,053-17.1% | $6,688-37.4% |
| Admin fee / account holder | $1,862 | $13,326-86.0% | $9,451-80.3% | $13,397-86.1% |