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 | $33,753 | $183,519-81.6% | $155,509-78.3% | $145,922-76.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.60% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,957 | $5,313-63.2% | $4,672-58.1% | $4,660-58.0% |
| Participant deferral / active EE | $5,784 | $6,462-10.5% | $5,626+2.8% | $6,688-13.5% |
| Admin fee / account holder | $881 | $19,313-95.4% | $15,912-94.5% | $13,397-93.4% |