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 | $37,517 | $157,256-76.1% | $141,162-73.4% | $152,861-75.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.48% | 64.32%-37.8pp | 71.39%-44.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,662 | $5,261-49.4% | $4,735-43.8% | $4,762-44.1% |
| Participant deferral / active EE | $6,441 | $7,109-9.4% | $6,709-4.0% | $5,850+10.1% |
| Admin fee / account holder | $1,568 | $12,120-87.1% | $10,261-84.7% | $11,596-86.5% |