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 | $41,037 | $63,346-35.2% | $92,233-55.5% | $70,131-41.5% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 19.17% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,018 | $2,471+22.1% | $3,679-18.0% | $2,342+28.8% |
| Participant deferral / active EE | $4,476 | $2,854+56.8% | $3,897+14.9% | $3,332+34.3% |
| Admin fee / account holder | $339 | $3,840-91.2% | $5,194-93.5% | $4,645-92.7% |