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 5-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 | $35,818 | $109,982-67.4% | $97,226-63.2% | $145,922-75.5% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 12.66% | 242.90%-230.2pp | 75.13%-62.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,864 | $3,084-39.5% | $2,729-31.7% | $4,660-60.0% |
| Participant deferral / active EE | $4,647 | $4,676-0.6% | $4,264+9.0% | $6,688-30.5% |
| Admin fee / account holder | $350 | $6,221-94.4% | $5,654-93.8% | $13,397-97.4% |