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 | $44,155 | $144,119-69.4% | $117,854-62.5% | $147,584-70.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 9.00% | 531.15%-522.1pp | 335.08%-326.1pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,763 | $4,896-64.0% | $3,786-53.4% | $4,876-63.9% |
| Participant deferral / active EE | $3,916 | $5,316-26.3% | $4,482-12.6% | $5,439-28.0% |
| Admin fee / account holder | $618 | $10,886-94.3% | $8,020-92.3% | $10,885-94.3% |