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 | $40,800 | $105,998-61.5% | $92,233-55.8% | $147,584-72.4% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 16.10% | 50.05%-33.9pp | 176.28%-160.2pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,065 | $4,333-75.4% | $3,679-71.1% | $4,876-78.2% |
| Participant deferral / active EE | $1,953 | $4,478-56.4% | $3,897-49.9% | $5,439-64.1% |
| Admin fee / account holder | $389 | $6,332-93.9% | $5,194-92.5% | $10,885-96.4% |