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 | $41,200 | $133,922-69.2% | $116,228-64.6% | $142,382-71.1% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.6%+9.7pp | 80.1%+4.1pp |
| Annual return | 10.34% | 147.76%-137.4pp | 90.06%-79.7pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,599 | $3,446-53.6% | $2,994-46.6% | $4,299-62.8% |
| Participant deferral / active EE | $3,680 | $5,672-35.1% | $4,953-25.7% | $6,507-43.4% |
| Admin fee / account holder | $21,590 | $14,945+44.5% | $11,989+80.1% | $12,624+71.0% |