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 | $38,445 | $118,680-67.6% | $98,907-61.1% | $158,922-75.8% |
| Participation rate | 82.4% | 77.8%+4.5pp | 76.0%+6.3pp | 82.0%+0.4pp |
| Annual return | 20.36% | 372.35%-352.0pp | 196.43%-176.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,465 | $3,333-56.0% | $2,689-45.5% | $4,761-69.2% |
| Participant deferral / active EE | $2,827 | $5,088-44.4% | $4,244-33.4% | $5,982-52.7% |
| Admin fee / account holder | $592 | $10,131-94.2% | $6,642-91.1% | $11,246-94.7% |