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 9-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 | $46,694 | $102,604-54.5% | $86,188-45.8% | $139,434-66.5% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 16.54% | 1922.51%-1906.0pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,471 | $3,032-18.5% | $2,380+3.8% | $4,751-48.0% |
| Participant deferral / active EE | $5,390 | $4,676+15.3% | $3,985+35.2% | $6,710-19.7% |
| Admin fee / account holder | $3,293 | $8,657-62.0% | $6,852-51.9% | $11,403-71.1% |