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 | $34,249 | $157,256-78.2% | $141,162-75.7% | $152,861-77.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 22.65% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,022 | $5,261-42.6% | $4,735-36.2% | $4,762-36.5% |
| Participant deferral / active EE | $4,831 | $7,109-32.1% | $6,709-28.0% | $5,850-17.4% |
| Admin fee / account holder | $1,121 | $12,120-90.8% | $10,261-89.1% | $11,596-90.3% |