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 | $46,751 | $106,890-56.3% | $84,015-44.4% | $152,861-69.4% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 16.58% | 104.99%-88.4pp | 71.31%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $949 | $2,734-65.3% | $1,983-52.1% | $4,762-80.1% |
| Participant deferral / active EE | $4,339 | $4,011+8.2% | $3,239+34.0% | $5,850-25.8% |
| Admin fee / account holder | $422 | $8,285-94.9% | $6,101-93.1% | $11,596-96.4% |