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 | $39,300 | $175,202-77.6% | $149,673-73.7% | $139,434-71.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.48% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,467 | $5,474-73.2% | $4,818-69.6% | $4,751-69.1% |
| Participant deferral / active EE | $2,182 | $6,519-66.5% | $5,680-61.6% | $6,710-67.5% |
| Admin fee / account holder | $21,077 | $16,150+30.5% | $13,210+59.6% | $11,403+84.8% |