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 | $45,476 | $107,334-57.6% | $92,893-51.0% | $152,861-70.3% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 22.48% | 145.58%-123.1pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,534 | $4,221-63.6% | $3,653-58.0% | $4,762-67.8% |
| Participant deferral / active EE | $3,706 | $4,845-23.5% | $4,236-12.5% | $5,850-36.7% |
| Admin fee / account holder | $1,768 | $7,079-75.0% | $5,794-69.5% | $11,596-84.8% |