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 | $32,147 | $107,334-70.0% | $92,893-65.4% | $152,861-79.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 21.61% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,168 | $4,221-48.6% | $3,653-40.7% | $4,762-54.5% |
| Participant deferral / active EE | $4,053 | $4,845-16.3% | $4,236-4.3% | $5,850-30.7% |
| Admin fee / account holder | $2,352 | $7,079-66.8% | $5,794-59.4% | $11,596-79.7% |