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 | $40,899 | $169,032-75.8% | $129,207-68.3% | $145,922-72.0% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 15.09% | 14330.11%-14315.0pp | 9417.33%-9402.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,022 | $5,537-63.5% | $4,153-51.3% | $4,660-56.6% |
| Participant deferral / active EE | $4,176 | $4,987-16.3% | $4,168+0.2% | $6,688-37.6% |
| Admin fee / account holder | $474 | $9,954-95.2% | $7,715-93.9% | $13,397-96.5% |