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 | $34,538 | $152,587-77.4% | $125,175-72.4% | $152,861-77.4% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 20.67% | 54.84%-34.2pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,175 | $4,946-56.0% | $3,865-43.7% | $4,762-54.3% |
| Participant deferral / active EE | $4,176 | $5,868-28.8% | $4,937-15.4% | $5,850-28.6% |
| Admin fee / account holder | $707 | $13,434-94.7% | $9,702-92.7% | $11,596-93.9% |