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 | $45,526 | $116,175-60.8% | $93,606-51.4% | $152,861-70.2% |
| Participation rate | 81.0% | 78.0%+2.9pp | 75.8%+5.1pp | 82.4%-1.5pp |
| Annual return | 79.29% | 35.96%+43.3pp | 32.76%+46.5pp | 345.32%-266.0pp |
| Employer contribution / active EE | $3,612 | $3,218+12.2% | $2,718+32.9% | $4,762-24.2% |
| Participant deferral / active EE | $6,465 | $4,603+40.5% | $4,069+58.9% | $5,850+10.5% |
| Admin fee / account holder | $442 | $10,748-95.9% | $7,888-94.4% | $11,596-96.2% |