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 | $44,949 | $169,032-73.4% | $129,207-65.2% | $145,922-69.2% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 10.85% | 14330.11%-14319.3pp | 9417.33%-9406.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,362 | $5,537-75.4% | $4,153-67.2% | $4,660-70.8% |
| Participant deferral / active EE | $4,336 | $4,987-13.1% | $4,168+4.0% | $6,688-35.2% |
| Admin fee / account holder | $6,330 | $9,954-36.4% | $7,715-18.0% | $13,397-52.8% |