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 | $42,099 | $159,602-73.6% | $150,045-71.9% | $142,382-70.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.50% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,273 | $4,961-74.3% | $4,693-72.9% | $4,299-70.4% |
| Participant deferral / active EE | $3,046 | $8,310-63.3% | $7,997-61.9% | $6,507-53.2% |
| Admin fee / account holder | $13,573 | $14,846-8.6% | $13,435+1.0% | $12,624+7.5% |