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 | $29,598 | $177,572-83.3% | $154,803-80.9% | $142,382-79.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.80% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,882 | $4,810-40.1% | $4,305-33.1% | $4,299-33.0% |
| Participant deferral / active EE | $5,095 | $6,272-18.8% | $5,540-8.0% | $6,507-21.7% |
| Admin fee / account holder | $5,278 | $16,786-68.6% | $14,329-63.2% | $12,624-58.2% |