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 | $35,030 | $158,398-77.9% | $126,539-72.3% | $142,382-75.4% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 19.42% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $749 | $4,650-83.9% | $3,674-79.6% | $4,299-82.6% |
| Participant deferral / active EE | $854 | $4,767-82.1% | $4,083-79.1% | $6,507-86.9% |
| Admin fee / account holder | $638 | $6,918-90.8% | $6,065-89.5% | $12,624-94.9% |