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 | $40,384 | $198,466-79.7% | $170,442-76.3% | $147,584-72.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 21.13% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,420 | $6,184-77.0% | $5,433-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $2,521 | $5,629-55.2% | $4,939-49.0% | $5,439-53.7% |
| Admin fee / account holder | $3,988 | $16,852-76.3% | $13,880-71.3% | $10,885-63.4% |