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 | $44,847 | $126,574-64.6% | $106,213-57.8% | $145,922-69.3% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.5pp |
| Annual return | 11.52% | 224.79%-213.3pp | 116.14%-104.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,978 | $3,730-20.2% | $3,171-6.1% | $4,660-36.1% |
| Participant deferral / active EE | $6,068 | $5,724+6.0% | $5,016+21.0% | $6,688-9.3% |
| Admin fee / account holder | $899 | $17,304-94.8% | $11,033-91.9% | $13,397-93.3% |