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 | $33,358 | $175,202-81.0% | $149,673-77.7% | $139,434-76.1% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 15.43% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,071 | $5,474-62.2% | $4,818-57.0% | $4,751-56.4% |
| Participant deferral / active EE | $2,508 | $6,519-61.5% | $5,680-55.8% | $6,710-62.6% |
| Admin fee / account holder | $4,580 | $16,150-71.6% | $13,210-65.3% | $11,403-59.8% |