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 | $38,556 | $78,672-51.0% | $109,143-64.7% | $85,850-55.1% |
| Participation rate | 83.6% | 68.3%+15.3pp | 75.9%+7.7pp | 69.3%+14.2pp |
| Annual return | 19.24% | 25.09%-5.8pp | 25.75%-6.5pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,730 | $2,735-36.7% | $3,722-53.5% | $2,565-32.6% |
| Participant deferral / active EE | $3,161 | $3,467-8.8% | $4,653-32.1% | $3,952-20.0% |
| Admin fee / account holder | $5,085 | $5,469-7.0% | $6,752-24.7% | $6,260-18.8% |