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 | $46,389 | $210,648-78.0% | $177,989-73.9% | $145,922-68.2% |
| Participation rate | 81.3% | 80.8%+0.5pp | 77.1%+4.2pp | 80.3%+1.0pp |
| Annual return | 26.26% | 385.86%-359.6pp | 294.48%-268.2pp | 561.29%-535.0pp |
| Employer contribution / active EE | $1,958 | $4,565-57.1% | $3,949-50.4% | $4,660-58.0% |
| Participant deferral / active EE | $3,860 | $6,958-44.5% | $6,276-38.5% | $6,688-42.3% |
| Admin fee / account holder | $3,108 | $12,013-74.1% | $10,363-70.0% | $13,397-76.8% |