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 | $44,843 | $107,334-58.2% | $92,893-51.7% | $152,861-70.7% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 26.46% | 145.58%-119.1pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,659 | $4,221-60.7% | $3,653-54.6% | $4,762-65.2% |
| Participant deferral / active EE | $4,037 | $4,845-16.7% | $4,236-4.7% | $5,850-31.0% |
| Admin fee / account holder | $980 | $7,079-86.2% | $5,794-83.1% | $11,596-91.5% |