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 | $34,987 | $165,335-78.8% | $149,696-76.6% | $158,922-78.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 23.33% | 348.15%-324.8pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,877 | $5,103-43.6% | $4,644-38.0% | $4,761-39.6% |
| Participant deferral / active EE | $10,114 | $7,181+40.8% | $6,842+47.8% | $5,982+69.1% |
| Admin fee / account holder | $342 | $10,807-96.8% | $9,309-96.3% | $11,246-97.0% |