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 | $38,790 | $201,272-80.7% | $184,203-78.9% | $145,922-73.4% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 15.73% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,980 | $7,022-43.3% | $6,427-38.1% | $4,660-14.6% |
| Participant deferral / active EE | $6,800 | $9,806-30.7% | $9,131-25.5% | $6,688+1.7% |
| Admin fee / account holder | $34,771 | $16,364+112.5% | $13,901+150.1% | $13,397+159.5% |