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 | $43,330 | $107,334-59.6% | $92,893-53.4% | $152,861-71.7% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.4%+12.8pp |
| Annual return | 16.14% | 145.58%-129.4pp | 109.41%-93.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $6,650 | $4,221+57.6% | $3,653+82.1% | $4,762+39.6% |
| Participant deferral / active EE | $4,589 | $4,845-5.3% | $4,236+8.3% | $5,850-21.6% |
| Admin fee / account holder | $467 | $7,079-93.4% | $5,794-91.9% | $11,596-96.0% |