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 | $27,498 | $107,934-74.5% | $91,989-70.1% | $152,861-82.0% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 24.30% | 89.24%-64.9pp | 69.02%-44.7pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,598 | $4,210-14.5% | $3,452+4.2% | $4,762-24.5% |
| Participant deferral / active EE | $8,814 | $6,364+38.5% | $5,923+48.8% | $5,850+50.7% |
| Admin fee / account holder | $4,370 | $10,520-58.5% | $7,743-43.6% | $11,596-62.3% |