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 | $45,234 | $158,398-71.4% | $126,539-64.3% | $142,382-68.2% |
| Participation rate | 88.2% | 75.8%+12.4pp | 69.8%+18.4pp | 80.1%+8.1pp |
| Annual return | 40.07% | 593.76%-553.7pp | 425.95%-385.9pp | 217.08%-177.0pp |
| Employer contribution / active EE | $3,465 | $4,650-25.5% | $3,674-5.7% | $4,299-19.4% |
| Participant deferral / active EE | $4,700 | $4,767-1.4% | $4,083+15.1% | $6,507-27.8% |
| Admin fee / account holder | $5,322 | $6,918-23.1% | $6,065-12.2% | $12,624-57.8% |