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 | $39,053 | $228,332-82.9% | $185,823-79.0% | $158,922-75.4% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 10.31% | 40.80%-30.5pp | 35.95%-25.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,283 | $4,967-74.2% | $4,087-68.6% | $4,761-73.1% |
| Participant deferral / active EE | $6,267 | $6,415-2.3% | $5,632+11.3% | $5,982+4.8% |
| Admin fee / account holder | $8,317 | $11,864-29.9% | $9,500-12.5% | $11,246-26.0% |