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 | $37,159 | $162,781-77.2% | $133,956-72.3% | $158,922-76.6% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 15.24% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,722 | $4,975-45.3% | $3,919-30.5% | $4,761-42.8% |
| Participant deferral / active EE | $7,364 | $5,911+24.6% | $5,048+45.9% | $5,982+23.1% |
| Admin fee / account holder | $6,396 | $11,736-45.5% | $8,927-28.3% | $11,246-43.1% |