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 | $39,236 | $175,202-77.6% | $149,673-73.8% | $139,434-71.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 12.67% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,373 | $5,474-56.7% | $4,818-50.7% | $4,751-50.1% |
| Participant deferral / active EE | $4,774 | $6,519-26.8% | $5,680-16.0% | $6,710-28.9% |
| Admin fee / account holder | $13,726 | $16,150-15.0% | $13,210+3.9% | $11,403+20.4% |