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 | $35,531 | $108,919-67.4% | $100,391-64.6% | $145,922-75.7% |
| Participation rate | 84.2% | 82.9%+1.3pp | 81.5%+2.7pp | 80.3%+3.9pp |
| Annual return | 20.99% | 57.88%-36.9pp | 49.20%-28.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,235 | $4,419-26.8% | $3,942-17.9% | $4,660-30.6% |
| Participant deferral / active EE | $7,893 | $8,445-6.5% | $8,082-2.3% | $6,688+18.0% |
| Admin fee / account holder | $613 | $9,689-93.7% | $7,899-92.2% | $13,397-95.4% |