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 | $45,416 | $109,817-58.6% | $98,442-53.9% | $167,490-72.9% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 14.88% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,338 | $3,224-58.5% | $2,960-54.8% | $4,837-72.4% |
| Participant deferral / active EE | $3,280 | $4,673-29.8% | $4,276-23.3% | $6,341-48.3% |
| Admin fee / account holder | $595 | $6,753-91.2% | $5,949-90.0% | $12,309-95.2% |