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 | $44,967 | $177,572-74.7% | $154,803-71.0% | $142,382-68.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.20% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,278 | $4,810-11.1% | $4,305-0.6% | $4,299-0.5% |
| Participant deferral / active EE | $7,038 | $6,272+12.2% | $5,540+27.0% | $6,507+8.2% |
| Admin fee / account holder | $658 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |