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 | $39,678 | $165,335-76.0% | $149,696-73.5% | $158,922-75.0% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 17.36% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,521 | $5,103-70.2% | $4,644-67.3% | $4,761-68.1% |
| Participant deferral / active EE | $5,180 | $7,181-27.9% | $6,842-24.3% | $5,982-13.4% |
| Admin fee / account holder | $1,374 | $10,807-87.3% | $9,309-85.2% | $11,246-87.8% |