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 | $39,206 | $115,882-66.2% | $100,516-61.0% | $158,922-75.3% |
| Participation rate | 70.8% | 81.6%-10.7pp | 79.4%-8.6pp | 82.0%-11.1pp |
| Annual return | 27.34% | 34.79%-7.5pp | 30.89%-3.6pp | 302.83%-275.5pp |
| Employer contribution / active EE | $3,791 | $4,103-7.6% | $3,418+10.9% | $4,761-20.4% |
| Participant deferral / active EE | $6,391 | $6,674-4.3% | $6,270+1.9% | $5,982+6.8% |
| Admin fee / account holder | $2,265 | $10,995-79.4% | $8,081-72.0% | $11,246-79.9% |