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 9-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 | $37,380 | $176,812-78.9% | $146,665-74.5% | $167,490-77.7% |
| Participation rate | 81.3% | 83.6%-2.4pp | 80.1%+1.2pp | 82.1%-0.9pp |
| Annual return | 14.98% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,927 | $5,160-62.7% | $4,136-53.4% | $4,837-60.2% |
| Participant deferral / active EE | $2,744 | $6,440-57.4% | $5,506-50.2% | $6,341-56.7% |
| Admin fee / account holder | $1,157 | $13,259-91.3% | $10,280-88.7% | $12,309-90.6% |