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 | $38,473 | $159,602-75.9% | $150,045-74.4% | $142,382-73.0% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.3%-8.6pp | 80.1%-6.4pp |
| Annual return | 15.44% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,762 | $4,961-64.5% | $4,693-62.5% | $4,299-59.0% |
| Participant deferral / active EE | $4,526 | $8,310-45.5% | $7,997-43.4% | $6,507-30.4% |
| Admin fee / account holder | $531 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |