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 5-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 | $42,247 | $159,901-73.6% | $146,958-71.3% | $145,922-71.0% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 67.20% | 98.13%-30.9pp | 418.34%-351.1pp | 561.29%-494.1pp |
| Employer contribution / active EE | $3,532 | $5,286-33.2% | $4,933-28.4% | $4,660-24.2% |
| Participant deferral / active EE | $10,216 | $8,428+21.2% | $8,070+26.6% | $6,688+52.8% |
| Admin fee / account holder | $2,531 | $15,044-83.2% | $12,998-80.5% | $13,397-81.1% |