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 | $38,034 | $209,411-81.8% | $178,490-78.7% | $158,922-76.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 23.60% | 188.75%-165.2pp | 151.07%-127.5pp | 302.83%-279.2pp |
| Employer contribution / active EE | $3,915 | $5,706-31.4% | $5,011-21.9% | $4,761-17.8% |
| Participant deferral / active EE | $6,234 | $5,954+4.7% | $5,202+19.9% | $5,982+4.2% |
| Admin fee / account holder | $339 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |