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 | $38,163 | $227,553-83.2% | $189,557-79.9% | $167,490-77.2% |
| Participation rate | 94.1% | 82.5%+11.6pp | 78.4%+15.7pp | 82.1%+12.0pp |
| Annual return | 8.74% | 78.40%-69.7pp | 64.17%-55.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $2,487 | $5,316-53.2% | $4,412-43.6% | $4,837-48.6% |
| Participant deferral / active EE | $2,159 | $7,002-69.2% | $6,174-65.0% | $6,341-66.0% |
| Admin fee / account holder | $498 | $11,878-95.8% | $9,807-94.9% | $12,309-96.0% |