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 | $35,893 | $111,754-67.9% | $103,333-65.3% | $145,922-75.4% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 48.52% | 24.77%+23.8pp | 24.88%+23.6pp | 561.29%-512.8pp |
| Employer contribution / active EE | $2,315 | $4,212-45.0% | $3,868-40.1% | $4,660-50.3% |
| Participant deferral / active EE | $2,408 | $5,619-57.1% | $5,057-52.4% | $6,688-64.0% |
| Admin fee / account holder | $907 | $9,750-90.7% | $8,355-89.1% | $13,397-93.2% |