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 | $39,565 | $148,534-73.4% | $135,903-70.9% | $139,434-71.6% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 85.09% | 79.19%+5.9pp | 68.23%+16.9pp | 372.94%-287.8pp |
| Employer contribution / active EE | $2,165 | $5,243-58.7% | $4,856-55.4% | $4,751-54.4% |
| Participant deferral / active EE | $2,785 | $8,100-65.6% | $7,758-64.1% | $6,710-58.5% |
| Admin fee / account holder | $1,876 | $12,400-84.9% | $10,762-82.6% | $11,403-83.5% |