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 | $45,732 | $152,587-70.0% | $125,175-63.5% | $152,861-70.1% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 24.36% | 54.84%-30.5pp | 43.79%-19.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,216 | $4,946-55.2% | $3,865-42.7% | $4,762-53.5% |
| Participant deferral / active EE | $3,368 | $5,868-42.6% | $4,937-31.8% | $5,850-42.4% |
| Admin fee / account holder | $1,161 | $13,434-91.4% | $9,702-88.0% | $11,596-90.0% |