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 | $33,480 | $209,411-84.0% | $178,490-81.2% | $158,922-78.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 7.01% | 188.75%-181.7pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,919 | $5,706-48.9% | $5,011-41.8% | $4,761-38.7% |
| Participant deferral / active EE | $2,951 | $5,954-50.4% | $5,202-43.3% | $5,982-50.7% |
| Admin fee / account holder | $11,589 | $17,074-32.1% | $13,984-17.1% | $11,246+3.1% |