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 | $42,444 | $85,202-50.2% | $172,739-75.4% | $72,985-41.8% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | 27.65% | 27.32%+0.3pp | 802.84%-775.2pp | 81.00%-53.4pp |
| Employer contribution / active EE | $2,045 | $3,324-38.5% | $5,143-60.2% | $2,440-16.2% |
| Participant deferral / active EE | $2,893 | $3,260-11.3% | $5,198-44.3% | $3,607-19.8% |
| Admin fee / account holder | $662 | $5,884-88.7% | $13,954-95.3% | $5,124-87.1% |