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 | $37,911 | $198,466-80.9% | $170,442-77.8% | $147,584-74.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 19.15% | 257.29%-238.1pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $8,380 | $6,184+35.5% | $5,433+54.2% | $4,876+71.8% |
| Participant deferral / active EE | $5,272 | $5,629-6.3% | $4,939+6.7% | $5,439-3.1% |
| Admin fee / account holder | $1,569 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |