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 | $37,178 | $198,466-81.3% | $170,442-78.2% | $147,584-74.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.19% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $5,250 | $6,184-15.1% | $5,433-3.4% | $4,876+7.7% |
| Participant deferral / active EE | $4,073 | $5,629-27.6% | $4,939-17.5% | $5,439-25.1% |
| Admin fee / account holder | $349 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |