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 | $39,312 | $133,922-70.6% | $116,228-66.2% | $142,382-72.4% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.6%+3.7pp | 80.1%-1.9pp |
| Annual return | 16.52% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,292 | $3,446-62.5% | $2,994-56.9% | $4,299-69.9% |
| Participant deferral / active EE | $2,045 | $5,672-63.9% | $4,953-58.7% | $6,507-68.6% |
| Admin fee / account holder | $318 | $14,945-97.9% | $11,989-97.3% | $12,624-97.5% |