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 | $43,952 | $210,648-79.1% | $177,989-75.3% | $145,922-69.9% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.38% | 385.86%-377.5pp | 294.48%-286.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,086 | $4,565-32.4% | $3,949-21.8% | $4,660-33.8% |
| Participant deferral / active EE | $6,738 | $6,958-3.2% | $6,276+7.4% | $6,688+0.7% |
| Admin fee / account holder | $54,045 | $12,013+349.9% | $10,363+421.5% | $13,397+303.4% |