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 | $42,787 | $104,907-59.2% | $84,611-49.4% | $152,861-72.0% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.4%+11.3pp |
| Annual return | 24.45% | 373.79%-349.3pp | 258.74%-234.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,253 | $3,302-62.1% | $2,652-52.8% | $4,762-73.7% |
| Participant deferral / active EE | $3,238 | $4,688-30.9% | $3,899-16.9% | $5,850-44.6% |
| Admin fee / account holder | $652 | $6,241-89.6% | $4,912-86.7% | $11,596-94.4% |