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 | $37,346 | $228,332-83.6% | $185,823-79.9% | $158,922-76.5% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 23.72% | 40.80%-17.1pp | 35.95%-12.2pp | 302.83%-279.1pp |
| Employer contribution / active EE | $3,394 | $4,967-31.7% | $4,087-17.0% | $4,761-28.7% |
| Participant deferral / active EE | $7,041 | $6,415+9.8% | $5,632+25.0% | $5,982+17.7% |
| Admin fee / account holder | $672 | $11,864-94.3% | $9,500-92.9% | $11,246-94.0% |