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 | $35,991 | $183,519-80.4% | $155,509-76.9% | $145,922-75.3% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 18.37% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,817 | $5,313-65.8% | $4,672-61.1% | $4,660-61.0% |
| Participant deferral / active EE | $2,984 | $6,462-53.8% | $5,626-47.0% | $6,688-55.4% |
| Admin fee / account holder | $2,506 | $19,313-87.0% | $15,912-84.3% | $13,397-81.3% |