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 | $39,684 | $165,984-76.1% | $164,813-75.9% | $145,922-72.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 13.58% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,093 | $5,273-41.3% | $4,341-28.7% | $4,660-33.6% |
| Participant deferral / active EE | $2,385 | $6,959-65.7% | $6,031-60.4% | $6,688-64.3% |
| Admin fee / account holder | $6,087 | $16,648-63.4% | $12,690-52.0% | $13,397-54.6% |