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 | $37,428 | $175,202-78.6% | $149,673-75.0% | $139,434-73.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.32% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,607 | $5,474-70.7% | $4,818-66.7% | $4,751-66.2% |
| Participant deferral / active EE | $1,912 | $6,519-70.7% | $5,680-66.3% | $6,710-71.5% |
| Admin fee / account holder | $6,072 | $16,150-62.4% | $13,210-54.0% | $11,403-46.7% |