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 | $35,123 | $162,781-78.4% | $133,956-73.8% | $158,922-77.9% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 24.76% | 41.94%-17.2pp | 45.09%-20.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,314 | $4,975-73.6% | $3,919-66.5% | $4,761-72.4% |
| Participant deferral / active EE | $3,409 | $5,911-42.3% | $5,048-32.5% | $5,982-43.0% |
| Admin fee / account holder | $32,219 | $11,736+174.5% | $8,927+260.9% | $11,246+186.5% |