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 | $48,960 | $106,890-54.2% | $84,015-41.7% | $152,861-68.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 26.59% | 104.99%-78.4pp | 71.31%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,871 | $2,734-31.6% | $1,983-5.7% | $4,762-60.7% |
| Participant deferral / active EE | $2,800 | $4,011-30.2% | $3,239-13.6% | $5,850-52.1% |
| Admin fee / account holder | $777 | $8,285-90.6% | $6,101-87.3% | $11,596-93.3% |