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 | $38,532 | $152,587-74.7% | $125,175-69.2% | $152,861-74.8% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 25.12% | 54.84%-29.7pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,824 | $4,946-63.1% | $3,865-52.8% | $4,762-61.7% |
| Participant deferral / active EE | $5,447 | $5,868-7.2% | $4,937+10.3% | $5,850-6.9% |
| Admin fee / account holder | $1,075 | $13,434-92.0% | $9,702-88.9% | $11,596-90.7% |