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 | $35,336 | $109,817-67.8% | $98,442-64.1% | $167,490-78.9% |
| Participation rate | 85.0% | 75.8%+9.2pp | 73.3%+11.7pp | 82.1%+2.9pp |
| Annual return | 14.14% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,168 | $3,224+29.3% | $2,960+40.8% | $4,837-13.8% |
| Participant deferral / active EE | $7,847 | $4,673+67.9% | $4,276+83.5% | $6,341+23.7% |
| Admin fee / account holder | $5,576 | $6,753-17.4% | $5,949-6.3% | $12,309-54.7% |