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 | $36,263 | $117,983-69.3% | $101,794-64.4% | $142,382-74.5% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 14.09% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,851 | $2,773-33.2% | $2,289-19.1% | $4,299-56.9% |
| Participant deferral / active EE | $3,821 | $4,714-18.9% | $4,084-6.4% | $6,507-41.3% |
| Admin fee / account holder | $5,877 | $10,433-43.7% | $8,777-33.0% | $12,624-53.4% |