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 | $45,934 | $102,966-55.4% | $90,281-49.1% | $152,861-70.0% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 14.28% | 95.16%-80.9pp | 78.10%-63.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $687 | $3,139-78.1% | $2,854-75.9% | $4,762-85.6% |
| Participant deferral / active EE | $2,345 | $4,281-45.2% | $3,885-39.7% | $5,850-59.9% |
| Admin fee / account holder | $1,401 | $6,171-77.3% | $5,351-73.8% | $11,596-87.9% |