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 | $36,506 | $183,519-80.1% | $155,509-76.5% | $145,922-75.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.87% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,522 | $5,313-52.5% | $4,672-46.0% | $4,660-45.9% |
| Participant deferral / active EE | $4,126 | $6,462-36.2% | $5,626-26.7% | $6,688-38.3% |
| Admin fee / account holder | $2,521 | $19,313-86.9% | $15,912-84.2% | $13,397-81.2% |