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 | $31,026 | $175,202-82.3% | $149,673-79.3% | $139,434-77.7% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 17.31% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $4,948 | $5,474-9.6% | $4,818+2.7% | $4,751+4.2% |
| Participant deferral / active EE | $2,369 | $6,519-63.7% | $5,680-58.3% | $6,710-64.7% |
| Admin fee / account holder | $758 | $16,150-95.3% | $13,210-94.3% | $11,403-93.4% |