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 | $34,665 | $177,572-80.5% | $154,803-77.6% | $142,382-75.7% |
| Participation rate | 73.9% | 82.1%-8.1pp | 78.1%-4.2pp | 80.1%-6.2pp |
| Annual return | 12.07% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,448 | $4,810-69.9% | $4,305-66.4% | $4,299-66.3% |
| Participant deferral / active EE | $5,129 | $6,272-18.2% | $5,540-7.4% | $6,507-21.2% |
| Admin fee / account holder | $1,007 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |