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 | $46,469 | $91,538-49.2% | $129,995-64.3% | $75,163-38.2% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 19.21% | -631.11%+650.3pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,061 | $2,845-27.6% | $4,320-52.3% | $2,670-22.8% |
| Participant deferral / active EE | $3,398 | $4,341-21.7% | $5,820-41.6% | $4,125-17.6% |
| Admin fee / account holder | $798 | $6,790-88.2% | $10,614-92.5% | $5,651-85.9% |