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 | $36,577 | $177,572-79.4% | $154,803-76.4% | $142,382-74.3% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 12.21% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,051 | $4,810-57.4% | $4,305-52.4% | $4,299-52.3% |
| Participant deferral / active EE | $4,906 | $6,272-21.8% | $5,540-11.5% | $6,507-24.6% |
| Admin fee / account holder | $1,727 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |