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 | $34,565 | $177,572-80.5% | $154,803-77.7% | $142,382-75.7% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 11.39% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,322 | $4,810-51.7% | $4,305-46.1% | $4,299-46.0% |
| Participant deferral / active EE | $2,874 | $6,272-54.2% | $5,540-48.1% | $6,507-55.8% |
| Admin fee / account holder | $7,094 | $16,786-57.7% | $14,329-50.5% | $12,624-43.8% |