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 7-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 | $32,642 | $165,984-80.3% | $164,813-80.2% | $145,922-77.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 13.65% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,859 | $5,273-26.8% | $4,341-11.1% | $4,660-17.2% |
| Participant deferral / active EE | $6,977 | $6,959+0.3% | $6,031+15.7% | $6,688+4.3% |
| Admin fee / account holder | $874 | $16,648-94.8% | $12,690-93.1% | $13,397-93.5% |