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 | $44,561 | $65,390-31.9% | $169,368-73.7% | $71,457-37.6% |
| Participation rate | 91.1% | 67.0%+24.1pp | 77.1%+13.9pp | 67.9%+23.2pp |
| Annual return | 21.30% | 21.31%0pp | 405.60%-384.3pp | 28.85%-7.5pp |
| Employer contribution / active EE | $1,442 | $2,079-30.6% | $4,013-64.1% | $2,588-44.3% |
| Participant deferral / active EE | $3,843 | $4,367-12.0% | $6,221-38.2% | $4,289-10.4% |
| Admin fee / account holder | $2,120 | $1,324+60.1% | $9,003-76.4% | $1,587+33.6% |