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 | $45,537 | $175,202-74.0% | $149,673-69.6% | $139,434-67.3% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 21.61% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $3,069 | $5,474-43.9% | $4,818-36.3% | $4,751-35.4% |
| Participant deferral / active EE | $8,636 | $6,519+32.5% | $5,680+52.0% | $6,710+28.7% |
| Admin fee / account holder | $899 | $16,150-94.4% | $13,210-93.2% | $11,403-92.1% |