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 | $28,200 | $175,202-83.9% | $149,673-81.2% | $139,434-79.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 20.28% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,135 | $5,474-61.0% | $4,818-55.7% | $4,751-55.1% |
| Participant deferral / active EE | $5,233 | $6,519-19.7% | $5,680-7.9% | $6,710-22.0% |
| Admin fee / account holder | $1,031 | $16,150-93.6% | $13,210-92.2% | $11,403-91.0% |