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 | $42,073 | $109,817-61.7% | $98,442-57.3% | $167,490-74.9% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 14.89% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,210 | $3,224-0.4% | $2,960+8.4% | $4,837-33.7% |
| Participant deferral / active EE | $5,869 | $4,673+25.6% | $4,276+37.2% | $6,341-7.5% |
| Admin fee / account holder | $5,361 | $6,753-20.6% | $5,949-9.9% | $12,309-56.4% |