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 | $38,565 | $176,056-78.1% | $159,436-75.8% | $167,490-77.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 25.16% | 331.75%-306.6pp | 263.57%-238.4pp | 478.56%-453.4pp |
| Employer contribution / active EE | $1,693 | $5,297-68.0% | $4,829-64.9% | $4,837-65.0% |
| Participant deferral / active EE | $5,448 | $7,750-29.7% | $7,352-25.9% | $6,341-14.1% |
| Admin fee / account holder | $7,568 | $12,554-39.7% | $10,799-29.9% | $12,309-38.5% |