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 6-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 | $38,790 | $159,602-75.7% | $150,045-74.1% | $142,382-72.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.35% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,666 | $4,961-26.1% | $4,693-21.9% | $4,299-14.7% |
| Participant deferral / active EE | $8,457 | $8,310+1.8% | $7,997+5.7% | $6,507+30.0% |
| Admin fee / account holder | $2,787 | $14,846-81.2% | $13,435-79.3% | $12,624-77.9% |