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 | $47,000 | $198,466-76.3% | $170,442-72.4% | $147,584-68.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 18.47% | 257.29%-238.8pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,877 | $6,184-69.7% | $5,433-65.5% | $4,876-61.5% |
| Participant deferral / active EE | $4,779 | $5,629-15.1% | $4,939-3.2% | $5,439-12.1% |
| Admin fee / account holder | $388 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |