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 | $37,859 | $165,335-77.1% | $149,696-74.7% | $158,922-76.2% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 19.30% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,530 | $5,103-50.4% | $4,644-45.5% | $4,761-46.9% |
| Participant deferral / active EE | $6,989 | $7,181-2.7% | $6,842+2.2% | $5,982+16.8% |
| Admin fee / account holder | $7,944 | $10,807-26.5% | $9,309-14.7% | $11,246-29.4% |