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 | $31,921 | $209,411-84.8% | $178,490-82.1% | $158,922-79.9% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 11.71% | 188.75%-177.0pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,170 | $5,706-62.0% | $5,011-56.7% | $4,761-54.4% |
| Participant deferral / active EE | $2,258 | $5,954-62.1% | $5,202-56.6% | $5,982-62.2% |
| Admin fee / account holder | $6,908 | $17,074-59.5% | $13,984-50.6% | $11,246-38.6% |