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 7-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 | $38,836 | $106,515-63.5% | $96,683-59.8% | $139,434-72.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 26.67% | 38.43%-11.8pp | 35.69%-9.0pp | 372.94%-346.3pp |
| Employer contribution / active EE | $3,202 | $4,103-22.0% | $3,737-14.3% | $4,751-32.6% |
| Participant deferral / active EE | $7,834 | $5,454+43.6% | $4,878+60.6% | $6,710+16.8% |
| Admin fee / account holder | $311 | $7,877-96.0% | $6,730-95.4% | $11,403-97.3% |