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 | $38,254 | $202,318-81.1% | $172,739-77.9% | $152,861-75.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 20.97% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,336 | $5,856-77.2% | $5,143-74.0% | $4,762-71.9% |
| Participant deferral / active EE | $4,001 | $5,948-32.7% | $5,198-23.0% | $5,850-31.6% |
| Admin fee / account holder | $870 | $17,109-94.9% | $13,954-93.8% | $11,596-92.5% |