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 | $44,583 | $106,890-58.3% | $84,015-46.9% | $152,861-70.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 20.47% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $926 | $2,734-66.1% | $1,983-53.3% | $4,762-80.5% |
| Participant deferral / active EE | $2,013 | $4,011-49.8% | $3,239-37.8% | $5,850-65.6% |
| Admin fee / account holder | $545 | $8,285-93.4% | $6,101-91.1% | $11,596-95.3% |