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 | $45,409 | $158,398-71.3% | $126,539-64.1% | $142,382-68.1% |
| Participation rate | 85.0% | 75.8%+9.2pp | 69.8%+15.2pp | 80.1%+4.9pp |
| Annual return | 16.47% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,684 | $4,650-20.8% | $3,674+0.3% | $4,299-14.3% |
| Participant deferral / active EE | $3,839 | $4,767-19.5% | $4,083-6.0% | $6,507-41.0% |
| Admin fee / account holder | $1,966 | $6,918-71.6% | $6,065-67.6% | $12,624-84.4% |