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 | $35,880 | $108,919-67.1% | $100,391-64.3% | $145,922-75.4% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 33.09% | 57.88%-24.8pp | 49.20%-16.1pp | 561.29%-528.2pp |
| Employer contribution / active EE | $7,068 | $4,419+59.9% | $3,942+79.3% | $4,660+51.7% |
| Participant deferral / active EE | $13,358 | $8,445+58.2% | $8,082+65.3% | $6,688+99.7% |
| Admin fee / account holder | $10,687 | $9,689+10.3% | $7,899+35.3% | $13,397-20.2% |