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 | $34,920 | $175,202-80.1% | $149,673-76.7% | $139,434-75.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.21% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,336 | $5,474-57.3% | $4,818-51.5% | $4,751-50.8% |
| Participant deferral / active EE | $7,113 | $6,519+9.1% | $5,680+25.2% | $6,710+6.0% |
| Admin fee / account holder | $2,026 | $16,150-87.5% | $13,210-84.7% | $11,403-82.2% |