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 | $44,698 | $175,202-74.5% | $149,673-70.1% | $139,434-67.9% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 20.68% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,237 | $5,474-59.1% | $4,818-53.6% | $4,751-52.9% |
| Participant deferral / active EE | $5,131 | $6,519-21.3% | $5,680-9.7% | $6,710-23.5% |
| Admin fee / account holder | $407 | $16,150-97.5% | $13,210-96.9% | $11,403-96.4% |