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 | $38,055 | $183,519-79.3% | $155,509-75.5% | $145,922-73.9% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+1.0pp | 80.3%-1.1pp |
| Annual return | 14.80% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,949 | $5,313-63.3% | $4,672-58.3% | $4,660-58.2% |
| Participant deferral / active EE | $2,882 | $6,462-55.4% | $5,626-48.8% | $6,688-56.9% |
| Admin fee / account holder | $17,226 | $19,313-10.8% | $15,912+8.3% | $13,397+28.6% |