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 | $38,356 | $209,411-81.7% | $178,490-78.5% | $158,922-75.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.75% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,234 | $5,706-60.8% | $5,011-55.4% | $4,761-53.1% |
| Participant deferral / active EE | $3,577 | $5,954-39.9% | $5,202-31.2% | $5,982-40.2% |
| Admin fee / account holder | $1,121 | $17,074-93.4% | $13,984-92.0% | $11,246-90.0% |