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 | $37,031 | $118,680-68.8% | $98,907-62.6% | $158,922-76.7% |
| Participation rate | 94.4% | 77.8%+16.6pp | 76.0%+18.4pp | 82.0%+12.5pp |
| Annual return | 6.17% | 372.35%-366.2pp | 196.43%-190.3pp | 302.83%-296.7pp |
| Employer contribution / active EE | $5,485 | $3,333+64.6% | $2,689+104.0% | $4,761+15.2% |
| Participant deferral / active EE | $1,916 | $5,088-62.3% | $4,244-54.9% | $5,982-68.0% |
| Admin fee / account holder | $3,871 | $10,131-61.8% | $6,642-41.7% | $11,246-65.6% |