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 | $34,531 | $177,572-80.6% | $154,803-77.7% | $142,382-75.7% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.1%+2.9pp | 80.1%+0.8pp |
| Annual return | 11.82% | 65.07%-53.2pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,522 | $4,810-26.8% | $4,305-18.2% | $4,299-18.1% |
| Participant deferral / active EE | $5,362 | $6,272-14.5% | $5,540-3.2% | $6,507-17.6% |
| Admin fee / account holder | $19,043 | $16,786+13.4% | $14,329+32.9% | $12,624+50.9% |