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 | $42,567 | $157,256-72.9% | $141,162-69.8% | $152,861-72.2% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 30.62% | 64.32%-33.7pp | 71.39%-40.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $3,224 | $5,261-38.7% | $4,735-31.9% | $4,762-32.3% |
| Participant deferral / active EE | $5,402 | $7,109-24.0% | $6,709-19.5% | $5,850-7.7% |
| Admin fee / account holder | $458 | $12,120-96.2% | $10,261-95.5% | $11,596-96.1% |