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 | $33,015 | $159,901-79.4% | $146,958-77.5% | $145,922-77.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.41% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,652 | $5,286-68.7% | $4,933-66.5% | $4,660-64.5% |
| Participant deferral / active EE | $2,828 | $8,428-66.4% | $8,070-65.0% | $6,688-57.7% |
| Admin fee / account holder | $4,227 | $15,044-71.9% | $12,998-67.5% | $13,397-68.4% |