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 | $38,654 | $165,335-76.6% | $149,696-74.2% | $158,922-75.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 12.74% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $4,664 | $5,103-8.6% | $4,644+0.4% | $4,761-2.0% |
| Participant deferral / active EE | $8,795 | $7,181+22.5% | $6,842+28.5% | $5,982+47.0% |
| Admin fee / account holder | $3,758 | $10,807-65.2% | $9,309-59.6% | $11,246-66.6% |