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 | $33,880 | $179,726-81.1% | $156,263-78.3% | $142,382-76.2% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 11.69% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $14,974 | $5,069+195.4% | $4,333+245.6% | $4,299+248.3% |
| Participant deferral / active EE | $3,687 | $6,956-47.0% | $6,158-40.1% | $6,507-43.3% |
| Admin fee / account holder | $75,973 | $17,272+339.9% | $14,255+433.0% | $12,624+501.8% |