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 | $38,951 | $144,119-73.0% | $117,854-66.9% | $147,584-73.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 10.72% | 531.15%-520.4pp | 335.08%-324.4pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,570 | $4,896-67.9% | $3,786-58.5% | $4,876-67.8% |
| Participant deferral / active EE | $3,831 | $5,316-27.9% | $4,482-14.5% | $5,439-29.6% |
| Admin fee / account holder | $5,767 | $10,886-47.0% | $8,020-28.1% | $10,885-47.0% |