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 | $43,811 | $209,411-79.1% | $178,490-75.5% | $158,922-72.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.62% | 188.75%-176.1pp | 151.07%-138.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,081 | $5,706-28.5% | $5,011-18.5% | $4,761-14.3% |
| Participant deferral / active EE | $5,562 | $5,954-6.6% | $5,202+6.9% | $5,982-7.0% |
| Admin fee / account holder | $1,166 | $17,074-93.2% | $13,984-91.7% | $11,246-89.6% |