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 | $41,051 | $72,277-43.2% | $101,248-59.5% | $79,858-48.6% |
| Participation rate | 71.2% | 68.5%+2.7pp | 75.8%-4.7pp | 69.6%+1.5pp |
| Annual return | 99.72% | 22.30%+77.4pp | 46.47%+53.2pp | 31.71%+68.0pp |
| Employer contribution / active EE | $1,554 | $2,692-42.3% | $3,660-57.5% | $2,471-37.1% |
| Participant deferral / active EE | $3,986 | $3,282+21.5% | $4,370-8.8% | $3,740+6.6% |
| Admin fee / account holder | $803 | $4,400-81.8% | $5,945-86.5% | $5,306-84.9% |