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 | $38,574 | $177,572-78.3% | $154,803-75.1% | $142,382-72.9% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 11.38% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $890 | $4,810-81.5% | $4,305-79.3% | $4,299-79.3% |
| Participant deferral / active EE | $2,813 | $6,272-55.2% | $5,540-49.2% | $6,507-56.8% |
| Admin fee / account holder | $23,065 | $16,786+37.4% | $14,329+61.0% | $12,624+82.7% |