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 | $36,750 | $177,572-79.3% | $154,803-76.3% | $142,382-74.2% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 21.74% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,604 | $4,810-66.7% | $4,305-62.7% | $4,299-62.7% |
| Participant deferral / active EE | $2,741 | $6,272-56.3% | $5,540-50.5% | $6,507-57.9% |
| Admin fee / account holder | $1,340 | $16,786-92.0% | $14,329-90.6% | $12,624-89.4% |