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 | $39,424 | $175,202-77.5% | $149,673-73.7% | $139,434-71.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.99% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $6,380 | $5,474+16.5% | $4,818+32.4% | $4,751+34.3% |
| Participant deferral / active EE | $3,020 | $6,519-53.7% | $5,680-46.8% | $6,710-55.0% |
| Admin fee / account holder | $10,433 | $16,150-35.4% | $13,210-21.0% | $11,403-8.5% |