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 | $37,026 | $88,751-58.3% | $81,812-54.7% | $145,922-74.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 13.17% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,285 | $3,083+6.5% | $2,912+12.8% | $4,660-29.5% |
| Participant deferral / active EE | $5,713 | $4,643+23.0% | $4,319+32.3% | $6,688-14.6% |
| Admin fee / account holder | $9,188 | $8,415+9.2% | $7,386+24.4% | $13,397-31.4% |