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 | $38,539 | $198,466-80.6% | $170,442-77.4% | $147,584-73.9% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 12.00% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,536 | $6,184-59.0% | $5,433-53.3% | $4,876-48.0% |
| Participant deferral / active EE | $4,123 | $5,629-26.8% | $4,939-16.5% | $5,439-24.2% |
| Admin fee / account holder | $943 | $16,852-94.4% | $13,880-93.2% | $10,885-91.3% |