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 | $29,311 | $217,402-86.5% | $185,823-84.2% | $167,490-82.5% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 15.32% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,961 | $5,873-49.6% | $5,167-42.7% | $4,837-38.8% |
| Participant deferral / active EE | $4,621 | $6,356-27.3% | $5,568-17.0% | $6,341-27.1% |
| Admin fee / account holder | $7,860 | $19,811-60.3% | $16,237-51.6% | $12,309-36.1% |