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 | $35,785 | $214,378-83.3% | $200,582-82.2% | $142,382-74.9% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 19.34% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,548 | $6,841-62.8% | $6,419-60.3% | $4,299-40.7% |
| Participant deferral / active EE | $7,617 | $9,865-22.8% | $9,331-18.4% | $6,507+17.1% |
| Admin fee / account holder | $809 | $17,692-95.4% | $16,305-95.0% | $12,624-93.6% |