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 | $32,305 | $165,984-80.5% | $164,813-80.4% | $145,922-77.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 15.07% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,717 | $5,273-29.5% | $4,341-14.4% | $4,660-20.2% |
| Participant deferral / active EE | $3,963 | $6,959-43.1% | $6,031-34.3% | $6,688-40.7% |
| Admin fee / account holder | $1,195 | $16,648-92.8% | $12,690-90.6% | $13,397-91.1% |