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 | $34,627 | $209,411-83.5% | $178,490-80.6% | $158,922-78.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.97% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,608 | $5,706-71.8% | $5,011-67.9% | $4,761-66.2% |
| Participant deferral / active EE | $4,519 | $5,954-24.1% | $5,202-13.1% | $5,982-24.5% |
| Admin fee / account holder | $327 | $17,074-98.1% | $13,984-97.7% | $11,246-97.1% |