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 | $38,971 | $148,534-73.8% | $135,903-71.3% | $139,434-72.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.60% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,322 | $5,243-55.7% | $4,856-52.2% | $4,751-51.1% |
| Participant deferral / active EE | $3,937 | $8,100-51.4% | $7,758-49.2% | $6,710-41.3% |
| Admin fee / account holder | $2,830 | $12,400-77.2% | $10,762-73.7% | $11,403-75.2% |