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 | $42,427 | $133,922-68.3% | $116,228-63.5% | $142,382-70.2% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 10.99% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,291 | $3,446-62.5% | $2,994-56.9% | $4,299-70.0% |
| Participant deferral / active EE | $3,206 | $5,672-43.5% | $4,953-35.3% | $6,507-50.7% |
| Admin fee / account holder | $1,806 | $14,945-87.9% | $11,989-84.9% | $12,624-85.7% |