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 | $49,262 | $106,890-53.9% | $84,015-41.4% | $152,861-67.8% |
| Participation rate | 79.2% | 75.2%+3.9pp | 69.0%+10.2pp | 82.4%-3.3pp |
| Annual return | 21.33% | 104.99%-83.7pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $759 | $2,734-72.3% | $1,983-61.8% | $4,762-84.1% |
| Participant deferral / active EE | $3,707 | $4,011-7.6% | $3,239+14.5% | $5,850-36.6% |
| Admin fee / account holder | $695 | $8,285-91.6% | $6,101-88.6% | $11,596-94.0% |