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 | $54,682 | $109,359-50.0% | $162,163-66.3% | $72,985-25.1% |
| Participation rate | 83.5% | 84.3%-0.7pp | 87.6%-4.0pp | 69.5%+14.0pp |
| Annual return | 40.64% | 25.46%+15.2pp | 115.59%-74.9pp | 81.00%-40.4pp |
| Employer contribution / active EE | $1,892 | $3,907-51.6% | $5,614-66.3% | $2,440-22.5% |
| Participant deferral / active EE | $10,162 | $5,481+85.4% | $7,298+39.2% | $3,607+181.7% |
| Admin fee / account holder | $345 | $7,972-95.7% | $10,843-96.8% | $5,124-93.3% |