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 | $34,861 | $124,281-71.9% | $109,143-68.1% | $167,490-79.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.87% | 26.04%-11.2pp | 25.75%-10.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,403 | $4,207-66.7% | $3,722-62.3% | $4,837-71.0% |
| Participant deferral / active EE | $4,138 | $5,255-21.3% | $4,653-11.1% | $6,341-34.8% |
| Admin fee / account holder | $1,594 | $7,970-80.0% | $6,752-76.4% | $12,309-87.1% |