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 | $43,675 | $148,534-70.6% | $135,903-67.9% | $139,434-68.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 23.51% | 79.19%-55.7pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,649 | $5,243-49.5% | $4,856-45.5% | $4,751-44.3% |
| Participant deferral / active EE | $8,717 | $8,100+7.6% | $7,758+12.4% | $6,710+29.9% |
| Admin fee / account holder | $1,038 | $12,400-91.6% | $10,762-90.4% | $11,403-90.9% |