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 | $37,892 | $226,064-83.2% | $182,532-79.2% | $152,861-75.2% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.4%+4.2pp |
| Annual return | 17.14% | 192.51%-175.4pp | 148.54%-131.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,831 | $4,978-43.1% | $4,076-30.6% | $4,762-40.6% |
| Participant deferral / active EE | $3,907 | $6,368-38.6% | $5,524-29.3% | $5,850-33.2% |
| Admin fee / account holder | $806 | $10,703-92.5% | $8,592-90.6% | $11,596-93.0% |