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 | $36,938 | $175,202-78.9% | $149,673-75.3% | $139,434-73.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 18.22% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,635 | $5,474-70.1% | $4,818-66.1% | $4,751-65.6% |
| Participant deferral / active EE | $3,877 | $6,519-40.5% | $5,680-31.7% | $6,710-42.2% |
| Admin fee / account holder | $1,245 | $16,150-92.3% | $13,210-90.6% | $11,403-89.1% |