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 | $33,369 | $165,335-79.8% | $149,696-77.7% | $158,922-79.0% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 14.90% | 348.15%-333.2pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,256 | $5,103-75.4% | $4,644-73.0% | $4,761-73.6% |
| Participant deferral / active EE | $4,662 | $7,181-35.1% | $6,842-31.9% | $5,982-22.1% |
| Admin fee / account holder | $1,741 | $10,807-83.9% | $9,309-81.3% | $11,246-84.5% |