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 | $36,253 | $177,572-79.6% | $154,803-76.6% | $142,382-74.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 15.83% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,998 | $4,810-37.7% | $4,305-30.4% | $4,299-30.3% |
| Participant deferral / active EE | $5,436 | $6,272-13.3% | $5,540-1.9% | $6,507-16.5% |
| Admin fee / account holder | $2,648 | $16,786-84.2% | $14,329-81.5% | $12,624-79.0% |