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 | $39,205 | $148,534-73.6% | $135,903-71.2% | $139,434-71.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.49% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,621 | $5,243-69.1% | $4,856-66.6% | $4,751-65.9% |
| Participant deferral / active EE | $4,321 | $8,100-46.7% | $7,758-44.3% | $6,710-35.6% |
| Admin fee / account holder | $739 | $12,400-94.0% | $10,762-93.1% | $11,403-93.5% |