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 | $37,751 | $157,256-76.0% | $141,162-73.3% | $152,861-75.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 14.92% | 64.32%-49.4pp | 71.39%-56.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $6,418 | $5,261+22.0% | $4,735+35.5% | $4,762+34.8% |
| Participant deferral / active EE | $8,932 | $7,109+25.6% | $6,709+33.1% | $5,850+52.7% |
| Admin fee / account holder | $2,155 | $12,120-82.2% | $10,261-79.0% | $11,596-81.4% |