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 | $44,155 | $109,817-59.8% | $98,442-55.1% | $167,490-73.6% |
| Participation rate | 90.5% | 75.8%+14.7pp | 73.3%+17.1pp | 82.1%+8.4pp |
| Annual return | 11.14% | 1956.69%-1945.6pp | 1492.73%-1481.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,462 | $3,224-23.6% | $2,960-16.8% | $4,837-49.1% |
| Participant deferral / active EE | $2,784 | $4,673-40.4% | $4,276-34.9% | $6,341-56.1% |
| Admin fee / account holder | $2,974 | $6,753-56.0% | $5,949-50.0% | $12,309-75.8% |