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 | $38,715 | $165,335-76.6% | $149,696-74.1% | $158,922-75.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 53.57% | 348.15%-294.6pp | 276.60%-223.0pp | 302.83%-249.3pp |
| Employer contribution / active EE | $2,166 | $5,103-57.6% | $4,644-53.4% | $4,761-54.5% |
| Participant deferral / active EE | $6,607 | $7,181-8.0% | $6,842-3.4% | $5,982+10.4% |
| Admin fee / account holder | $507 | $10,807-95.3% | $9,309-94.6% | $11,246-95.5% |