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 5-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 | $33,339 | $111,724-70.2% | $93,606-64.4% | $145,922-77.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.10% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,265 | $3,090+5.7% | $2,420+34.9% | $4,660-29.9% |
| Participant deferral / active EE | $7,179 | $4,912+46.2% | $4,411+62.7% | $6,688+7.3% |
| Admin fee / account holder | $19,771 | $10,250+92.9% | $8,285+138.6% | $13,397+47.6% |