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 10-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 | $37,762 | $175,202-78.4% | $149,673-74.8% | $139,434-72.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.54% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,667 | $5,474-69.5% | $4,818-65.4% | $4,751-64.9% |
| Participant deferral / active EE | $3,413 | $6,519-47.6% | $5,680-39.9% | $6,710-49.1% |
| Admin fee / account holder | $2,807 | $16,150-82.6% | $13,210-78.7% | $11,403-75.4% |