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 | $30,418 | $177,572-82.9% | $154,803-80.4% | $142,382-78.6% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 12.25% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,405 | $4,810+12.4% | $4,305+25.5% | $4,299+25.7% |
| Participant deferral / active EE | $7,543 | $6,272+20.3% | $5,540+36.1% | $6,507+15.9% |
| Admin fee / account holder | $6,397 | $16,786-61.9% | $14,329-55.4% | $12,624-49.3% |