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 | $38,073 | $228,332-83.3% | $185,823-79.5% | $158,922-76.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 31.66% | 40.80%-9.1pp | 35.95%-4.3pp | 302.83%-271.2pp |
| Employer contribution / active EE | $3,510 | $4,967-29.3% | $4,087-14.1% | $4,761-26.3% |
| Participant deferral / active EE | $9,045 | $6,415+41.0% | $5,632+60.6% | $5,982+51.2% |
| Admin fee / account holder | $957 | $11,864-91.9% | $9,500-89.9% | $11,246-91.5% |