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 | $35,484 | $118,680-70.1% | $98,907-64.1% | $158,922-77.7% |
| Participation rate | 84.2% | 77.8%+6.4pp | 76.0%+8.2pp | 82.0%+2.3pp |
| Annual return | 19.59% | 372.35%-352.8pp | 196.43%-176.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $5,160 | $3,333+54.8% | $2,689+91.9% | $4,761+8.4% |
| Participant deferral / active EE | $4,448 | $5,088-12.6% | $4,244+4.8% | $5,982-25.6% |
| Admin fee / account holder | $2,135 | $10,131-78.9% | $6,642-67.9% | $11,246-81.0% |