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 | $34,426 | $126,574-72.8% | $106,213-67.6% | $145,922-76.4% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 9.25% | 224.79%-215.5pp | 116.14%-106.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $956 | $3,730-74.4% | $3,171-69.8% | $4,660-79.5% |
| Participant deferral / active EE | $4,703 | $5,724-17.8% | $5,016-6.2% | $6,688-29.7% |
| Admin fee / account holder | $53,960 | $17,304+211.8% | $11,033+389.1% | $13,397+302.8% |