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 | $33,725 | $102,966-67.2% | $90,281-62.6% | $152,861-77.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 25.76% | 95.16%-69.4pp | 78.10%-52.3pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,834 | $3,139-9.7% | $2,854-0.7% | $4,762-40.5% |
| Participant deferral / active EE | $4,044 | $4,281-5.6% | $3,885+4.1% | $5,850-30.9% |
| Admin fee / account holder | $1,635 | $6,171-73.5% | $5,351-69.5% | $11,596-85.9% |