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 | $33,885 | $159,602-78.8% | $150,045-77.4% | $142,382-76.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 16.67% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,510 | $4,961-49.4% | $4,693-46.5% | $4,299-41.6% |
| Participant deferral / active EE | $3,541 | $8,310-57.4% | $7,997-55.7% | $6,507-45.6% |
| Admin fee / account holder | $3,837 | $14,846-74.2% | $13,435-71.4% | $12,624-69.6% |