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 | $44,752 | $157,256-71.5% | $141,162-68.3% | $152,861-70.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 24.43% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,996 | $5,261-43.1% | $4,735-36.7% | $4,762-37.1% |
| Participant deferral / active EE | $9,525 | $7,109+34.0% | $6,709+42.0% | $5,850+62.8% |
| Admin fee / account holder | $629 | $12,120-94.8% | $10,261-93.9% | $11,596-94.6% |