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 4-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 | $37,007 | $210,648-82.4% | $177,989-79.2% | $145,922-74.6% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 15.23% | 385.86%-370.6pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,893 | $4,565-36.6% | $3,949-26.7% | $4,660-37.9% |
| Participant deferral / active EE | $11,107 | $6,958+59.6% | $6,276+77.0% | $6,688+66.1% |
| Admin fee / account holder | $3,506 | $12,013-70.8% | $10,363-66.2% | $13,397-73.8% |