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 | $38,544 | $183,519-79.0% | $155,509-75.2% | $145,922-73.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 22.78% | 61.17%-38.4pp | 64.67%-41.9pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,974 | $5,313-62.8% | $4,672-57.7% | $4,660-57.6% |
| Participant deferral / active EE | $3,081 | $6,462-52.3% | $5,626-45.2% | $6,688-53.9% |
| Admin fee / account holder | $561 | $19,313-97.1% | $15,912-96.5% | $13,397-95.8% |