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 6-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 | $45,597 | $210,648-78.4% | $177,989-74.4% | $145,922-68.8% |
| Participation rate | 78.9% | 80.8%-1.8pp | 77.1%+1.9pp | 80.3%-1.3pp |
| Annual return | 10.09% | 385.86%-375.8pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,494 | $4,565-67.3% | $3,949-62.2% | $4,660-67.9% |
| Participant deferral / active EE | $6,302 | $6,958-9.4% | $6,276+0.4% | $6,688-5.8% |
| Admin fee / account holder | $707 | $12,013-94.1% | $10,363-93.2% | $13,397-94.7% |