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 | $34,341 | $177,572-80.7% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.54% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,427 | $4,810-70.3% | $4,305-66.9% | $4,299-66.8% |
| Participant deferral / active EE | $3,012 | $6,272-52.0% | $5,540-45.6% | $6,507-53.7% |
| Admin fee / account holder | $75,086 | $16,786+347.3% | $14,329+424.0% | $12,624+494.8% |