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 | $38,200 | $202,432-81.1% | $169,368-77.4% | $139,434-72.6% |
| Participation rate | 82.4% | 81.1%+1.3pp | 77.1%+5.2pp | 80.3%+2.0pp |
| Annual return | 21.57% | 531.74%-510.2pp | 405.60%-384.0pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,304 | $4,692-8.3% | $4,013+7.3% | $4,751-9.4% |
| Participant deferral / active EE | $7,542 | $6,938+8.7% | $6,221+21.2% | $6,710+12.4% |
| Admin fee / account holder | $3,969 | $10,708-62.9% | $9,003-55.9% | $11,403-65.2% |