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 | $43,254 | $135,952-68.2% | $123,892-65.1% | $273,961-84.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 342.99% | 56.63%+286.4pp | 47.52%+295.5pp | 41.45%+301.5pp |
| Employer contribution / active EE | $5,139 | $5,170-0.6% | $4,617+11.3% | $4,869+5.6% |
| Participant deferral / active EE | $9,767 | $6,343+54.0% | $5,984+63.2% | $5,287+84.7% |
| Admin fee / account holder | $982 | $9,817-90.0% | $8,357-88.2% | $10,132-90.3% |