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 | $42,195 | $179,726-76.5% | $156,263-73.0% | $142,382-70.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 10.42% | 77.86%-67.4pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,736 | $5,069-65.8% | $4,333-59.9% | $4,299-59.6% |
| Participant deferral / active EE | $5,707 | $6,956-18.0% | $6,158-7.3% | $6,507-12.3% |
| Admin fee / account holder | $18,782 | $17,272+8.7% | $14,255+31.8% | $12,624+48.8% |