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 | $38,241 | $93,571-59.1% | $135,903-71.9% | $75,163-49.1% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.2pp | 67.2%+9.5pp |
| Annual return | 15.77% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,019 | $3,537-14.6% | $4,856-37.8% | $2,670+13.1% |
| Participant deferral / active EE | $3,528 | $6,404-44.9% | $7,758-54.5% | $4,125-14.5% |
| Admin fee / account holder | $445 | $6,975-93.6% | $10,762-95.9% | $5,651-92.1% |