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 | $33,560 | $100,773-66.7% | $88,946-62.3% | $142,382-76.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 14.36% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $392 | $2,918-86.6% | $2,555-84.6% | $4,299-90.9% |
| Participant deferral / active EE | $2,981 | $5,230-43.0% | $4,581-34.9% | $6,507-54.2% |
| Admin fee / account holder | $10,954 | $9,693+13.0% | $8,261+32.6% | $12,624-13.2% |