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 | $40,432 | $152,587-73.5% | $125,175-67.7% | $152,861-73.5% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 41.99% | 54.84%-12.9pp | 43.79%-1.8pp | 345.32%-303.3pp |
| Employer contribution / active EE | $4,087 | $4,946-17.4% | $3,865+5.7% | $4,762-14.2% |
| Participant deferral / active EE | $10,135 | $5,868+72.7% | $4,937+105.3% | $5,850+73.2% |
| Admin fee / account holder | $6,782 | $13,434-49.5% | $9,702-30.1% | $11,596-41.5% |