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 | $37,512 | $176,056-78.7% | $159,436-76.5% | $167,490-77.6% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 12.02% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,468 | $5,297-72.3% | $4,829-69.6% | $4,837-69.6% |
| Participant deferral / active EE | $3,338 | $7,750-56.9% | $7,352-54.6% | $6,341-47.4% |
| Admin fee / account holder | $11,389 | $12,554-9.3% | $10,799+5.5% | $12,309-7.5% |