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 | $39,763 | $209,411-81.0% | $178,490-77.7% | $158,922-75.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.78% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $9,552 | $5,706+67.4% | $5,011+90.6% | $4,761+100.6% |
| Participant deferral / active EE | $6,598 | $5,954+10.8% | $5,202+26.8% | $5,982+10.3% |
| Admin fee / account holder | $1,401 | $17,074-91.8% | $13,984-90.0% | $11,246-87.5% |