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 | $28,458 | $180,449-84.2% | $154,107-81.5% | $135,375-79.0% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | 3.23% | 888.09%-884.9pp | 735.12%-731.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $1,944 | $6,035-67.8% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $7,411 | $5,806+27.6% | $5,081+45.9% | $5,609+32.1% |
| Admin fee / account holder | $3,876 | $16,143-76.0% | $13,411-71.1% | $10,827-64.2% |