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 6-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 | $34,277 | $177,572-80.7% | $154,803-77.9% | $142,382-75.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,431 | $4,810-70.2% | $4,305-66.8% | $4,299-66.7% |
| Participant deferral / active EE | $5,789 | $6,272-7.7% | $5,540+4.5% | $6,507-11.0% |
| Admin fee / account holder | $14,941 | $16,786-11.0% | $14,329+4.3% | $12,624+18.4% |