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 | $35,043 | $183,519-80.9% | $155,509-77.5% | $145,922-76.0% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 10.52% | 61.17%-50.6pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,481 | $5,313-53.3% | $4,672-46.9% | $4,660-46.8% |
| Participant deferral / active EE | $4,409 | $6,462-31.8% | $5,626-21.6% | $6,688-34.1% |
| Admin fee / account holder | $43,059 | $19,313+123.0% | $15,912+170.6% | $13,397+221.4% |