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 | $43,586 | $126,574-65.6% | $106,213-59.0% | $145,922-70.1% |
| Participation rate | 82.4% | 77.6%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 10.49% | 224.79%-214.3pp | 116.14%-105.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,468 | $3,730-60.7% | $3,171-53.7% | $4,660-68.5% |
| Participant deferral / active EE | $1,935 | $5,724-66.2% | $5,016-61.4% | $6,688-71.1% |
| Admin fee / account holder | $2,914 | $17,304-83.2% | $11,033-73.6% | $13,397-78.2% |