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 | $45,821 | $209,411-78.1% | $178,490-74.3% | $158,922-71.2% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 17.96% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,187 | $5,706-61.7% | $5,011-56.3% | $4,761-54.1% |
| Participant deferral / active EE | $4,286 | $5,954-28.0% | $5,202-17.6% | $5,982-28.4% |
| Admin fee / account holder | $8,756 | $17,074-48.7% | $13,984-37.4% | $11,246-22.1% |