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 | $34,247 | $157,256-78.2% | $141,162-75.7% | $152,861-77.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 30.61% | 64.32%-33.7pp | 71.39%-40.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $6,054 | $5,261+15.1% | $4,735+27.8% | $4,762+27.1% |
| Participant deferral / active EE | $10,331 | $7,109+45.3% | $6,709+54.0% | $5,850+76.6% |
| Admin fee / account holder | $2,660 | $12,120-78.1% | $10,261-74.1% | $11,596-77.1% |