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 | $33,590 | $176,056-80.9% | $159,436-78.9% | $167,490-79.9% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 16.06% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,278 | $5,297-38.1% | $4,829-32.1% | $4,837-32.2% |
| Participant deferral / active EE | $7,098 | $7,750-8.4% | $7,352-3.5% | $6,341+11.9% |
| Admin fee / account holder | $5,679 | $12,554-54.8% | $10,799-47.4% | $12,309-53.9% |