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 | $34,639 | $165,335-79.0% | $149,696-76.9% | $158,922-78.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 138.89% | 348.15%-209.3pp | 276.60%-137.7pp | 302.83%-163.9pp |
| Employer contribution / active EE | $2,743 | $5,103-46.2% | $4,644-40.9% | $4,761-42.4% |
| Participant deferral / active EE | $5,120 | $7,181-28.7% | $6,842-25.2% | $5,982-14.4% |
| Admin fee / account holder | $1,771 | $10,807-83.6% | $9,309-81.0% | $11,246-84.3% |