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 | $32,332 | $102,966-68.6% | $90,281-64.2% | $152,861-78.8% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 22.10% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $5,134 | $3,139+63.6% | $2,854+79.9% | $4,762+7.8% |
| Participant deferral / active EE | $4,497 | $4,281+5.0% | $3,885+15.7% | $5,850-23.1% |
| Admin fee / account holder | $2,277 | $6,171-63.1% | $5,351-57.5% | $11,596-80.4% |