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 | $36,524 | $183,519-80.1% | $155,509-76.5% | $145,922-75.0% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 13.15% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,198 | $5,313-77.4% | $4,672-74.4% | $4,660-74.3% |
| Participant deferral / active EE | $6,074 | $6,462-6.0% | $5,626+8.0% | $6,688-9.2% |
| Admin fee / account holder | $19,611 | $19,313+1.5% | $15,912+23.2% | $13,397+46.4% |