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 | $44,701 | $150,187-70.2% | $120,354-62.9% | $145,922-69.4% |
| Participation rate | 88.2% | 78.8%+9.5pp | 71.9%+16.3pp | 80.3%+8.0pp |
| Annual return | 38.04% | 154.07%-116.0pp | 107.15%-69.1pp | 561.29%-523.2pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,315 | $6,173-62.5% | $4,991-53.6% | $6,688-65.4% |
| Admin fee / account holder | $8,762 | $12,207-28.2% | $9,423-7.0% | $13,397-34.6% |