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 | $37,935 | $102,966-63.2% | $90,281-58.0% | $152,861-75.2% |
| Participation rate | 73.9% | 75.9%-1.9pp | 73.3%+0.6pp | 82.4%-8.5pp |
| Annual return | 20.45% | 95.16%-74.7pp | 78.10%-57.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,594 | $3,139-49.2% | $2,854-44.2% | $4,762-66.5% |
| Participant deferral / active EE | $3,591 | $4,281-16.1% | $3,885-7.6% | $5,850-38.6% |
| Admin fee / account holder | $416 | $6,171-93.3% | $5,351-92.2% | $11,596-96.4% |