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 | $40,763 | $104,907-61.1% | $84,611-51.8% | $152,861-73.3% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 26.03% | 373.79%-347.8pp | 258.74%-232.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $8,212 | $3,302+148.7% | $2,652+209.7% | $4,762+72.4% |
| Participant deferral / active EE | $5,679 | $4,688+21.2% | $3,899+45.7% | $5,850-2.9% |
| Admin fee / account holder | $478 | $6,241-92.3% | $4,912-90.3% | $11,596-95.9% |