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 | $40,706 | $159,901-74.5% | $146,958-72.3% | $145,922-72.1% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 12.13% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,266 | $5,286-76.0% | $4,933-74.3% | $4,660-72.8% |
| Participant deferral / active EE | $5,620 | $8,428-33.3% | $8,070-30.4% | $6,688-16.0% |
| Admin fee / account holder | $6,437 | $15,044-57.2% | $12,998-50.5% | $13,397-52.0% |