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 | $34,736 | $177,572-80.4% | $154,803-77.6% | $142,382-75.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.27% | 65.07%-34.8pp | 58.88%-28.6pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,781 | $4,810-42.2% | $4,305-35.4% | $4,299-35.3% |
| Participant deferral / active EE | $7,805 | $6,272+24.4% | $5,540+40.9% | $6,507+19.9% |
| Admin fee / account holder | $16,527 | $16,786-1.5% | $14,329+15.3% | $12,624+30.9% |