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 | $33,551 | $228,332-85.3% | $185,823-81.9% | $158,922-78.9% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 7.90% | 40.80%-32.9pp | 35.95%-28.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,775 | $4,967-44.1% | $4,087-32.1% | $4,761-41.7% |
| Participant deferral / active EE | $4,453 | $6,415-30.6% | $5,632-20.9% | $5,982-25.6% |
| Admin fee / account holder | $11,930 | $11,864+0.6% | $9,500+25.6% | $11,246+6.1% |