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 | $34,484 | $175,202-80.3% | $149,673-77.0% | $139,434-75.3% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 15.76% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,600 | $5,474-52.5% | $4,818-46.0% | $4,751-45.3% |
| Participant deferral / active EE | $5,478 | $6,519-16.0% | $5,680-3.6% | $6,710-18.4% |
| Admin fee / account holder | $6,879 | $16,150-57.4% | $13,210-47.9% | $11,403-39.7% |