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 9-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 | $44,326 | $133,922-66.9% | $116,228-61.9% | $142,382-68.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 16.80% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,451 | $3,446-57.9% | $2,994-51.5% | $4,299-66.2% |
| Participant deferral / active EE | $1,914 | $5,672-66.3% | $4,953-61.4% | $6,507-70.6% |
| Admin fee / account holder | $2,828 | $14,945-81.1% | $11,989-76.4% | $12,624-77.6% |