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 | $35,067 | $148,534-76.4% | $135,903-74.2% | $139,434-74.9% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 17.78% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,034 | $5,243-61.2% | $4,856-58.1% | $4,751-57.2% |
| Participant deferral / active EE | $6,482 | $8,100-20.0% | $7,758-16.4% | $6,710-3.4% |
| Admin fee / account holder | $4,582 | $12,400-63.0% | $10,762-57.4% | $11,403-59.8% |