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 | $46,484 | $112,096-58.5% | $95,952-51.6% | $158,922-70.8% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 20.86% | 171.09%-150.2pp | 91.61%-70.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,176 | $3,198-63.2% | $2,541-53.7% | $4,761-75.3% |
| Participant deferral / active EE | $3,908 | $4,784-18.3% | $4,167-6.2% | $5,982-34.7% |
| Admin fee / account holder | $886 | $10,130-91.3% | $6,795-87.0% | $11,246-92.1% |