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 | $43,453 | $104,907-58.6% | $84,611-48.6% | $152,861-71.6% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | 22.21% | 373.79%-351.6pp | 258.74%-236.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,350 | $3,302-28.8% | $2,652-11.4% | $4,762-50.7% |
| Participant deferral / active EE | $6,604 | $4,688+40.9% | $3,899+69.4% | $5,850+12.9% |
| Admin fee / account holder | $2,019 | $6,241-67.7% | $4,912-58.9% | $11,596-82.6% |