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 | $46,199 | $111,724-58.6% | $93,606-50.6% | $145,922-68.3% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.4pp |
| Annual return | 9.71% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,354 | $3,090-56.2% | $2,420-44.1% | $4,660-70.9% |
| Participant deferral / active EE | $6,268 | $4,912+27.6% | $4,411+42.1% | $6,688-6.3% |
| Admin fee / account holder | $322 | $10,250-96.9% | $8,285-96.1% | $13,397-97.6% |