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 | $36,573 | $209,411-82.5% | $178,490-79.5% | $158,922-77.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 24.28% | 188.75%-164.5pp | 151.07%-126.8pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,122 | $5,706-62.8% | $5,011-57.7% | $4,761-55.4% |
| Participant deferral / active EE | $5,788 | $5,954-2.8% | $5,202+11.3% | $5,982-3.2% |
| Admin fee / account holder | $622 | $17,074-96.4% | $13,984-95.5% | $11,246-94.5% |