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 | $33,683 | $179,726-81.3% | $156,263-78.4% | $142,382-76.3% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 10.87% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,932 | $5,069-61.9% | $4,333-55.4% | $4,299-55.1% |
| Participant deferral / active EE | $3,116 | $6,956-55.2% | $6,158-49.4% | $6,507-52.1% |
| Admin fee / account holder | $3,261 | $17,272-81.1% | $14,255-77.1% | $12,624-74.2% |