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 | $44,803 | $157,256-71.5% | $141,162-68.3% | $152,861-70.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 32.57% | 64.32%-31.8pp | 71.39%-38.8pp | 345.32%-312.7pp |
| Employer contribution / active EE | $3,629 | $5,261-31.0% | $4,735-23.4% | $4,762-23.8% |
| Participant deferral / active EE | $6,109 | $7,109-14.1% | $6,709-8.9% | $5,850+4.4% |
| Admin fee / account holder | $635 | $12,120-94.8% | $10,261-93.8% | $11,596-94.5% |