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 | $33,843 | $157,256-78.5% | $141,162-76.0% | $152,861-77.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 16.35% | 64.32%-48.0pp | 71.39%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,292 | $5,261-75.4% | $4,735-72.7% | $4,762-72.9% |
| Participant deferral / active EE | $5,179 | $7,109-27.2% | $6,709-22.8% | $5,850-11.5% |
| Admin fee / account holder | $3,934 | $12,120-67.5% | $10,261-61.7% | $11,596-66.1% |