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 | $35,829 | $152,587-76.5% | $125,175-71.4% | $152,861-76.6% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 24.25% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,110 | $4,946-37.1% | $3,865-19.5% | $4,762-34.7% |
| Participant deferral / active EE | $7,435 | $5,868+26.7% | $4,937+50.6% | $5,850+27.1% |
| Admin fee / account holder | $2,885 | $13,434-78.5% | $9,702-70.3% | $11,596-75.1% |