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 | $33,454 | $180,449-81.5% | $154,107-78.3% | $135,375-75.3% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | 1.10% | 888.09%-887.0pp | 735.12%-734.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $5,208 | $6,035-13.7% | $5,298-1.7% | $4,779+9.0% |
| Participant deferral / active EE | $4,036 | $5,806-30.5% | $5,081-20.6% | $5,609-28.0% |
| Admin fee / account holder | $12,733 | $16,143-21.1% | $13,411-5.1% | $10,827+17.6% |