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 | $44,226 | $100,852-56.1% | $90,404-51.1% | $158,922-72.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 20.62% | 1724.20%-1703.6pp | 1293.02%-1272.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $3,284 | $3,689-11.0% | $3,262+0.7% | $4,761-31.0% |
| Participant deferral / active EE | $8,131 | $4,348+87.0% | $3,963+105.1% | $5,982+35.9% |
| Admin fee / account holder | $377 | $6,501-94.2% | $5,611-93.3% | $11,246-96.7% |