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 9-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 | $33,902 | $183,519-81.5% | $155,509-78.2% | $145,922-76.8% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 14.91% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,300 | $5,313-75.5% | $4,672-72.2% | $4,660-72.1% |
| Participant deferral / active EE | $2,975 | $6,462-54.0% | $5,626-47.1% | $6,688-55.5% |
| Admin fee / account holder | $1,019 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |