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 | $36,024 | $158,398-77.3% | $126,539-71.5% | $142,382-74.7% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 13.51% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,132 | $4,650-11.1% | $3,674+12.5% | $4,299-3.9% |
| Participant deferral / active EE | $4,245 | $4,767-10.9% | $4,083+4.0% | $6,507-34.8% |
| Admin fee / account holder | $8,072 | $6,918+16.7% | $6,065+33.1% | $12,624-36.1% |