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 | $37,014 | $165,984-77.7% | $164,813-77.5% | $145,922-74.6% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 11.03% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,578 | $5,273-70.1% | $4,341-63.6% | $4,660-66.1% |
| Participant deferral / active EE | $2,631 | $6,959-62.2% | $6,031-56.4% | $6,688-60.7% |
| Admin fee / account holder | $13,648 | $16,648-18.0% | $12,690+7.6% | $13,397+1.9% |