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 9-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 | $56,010 | $102,604-45.4% | $86,188-35.0% | $139,434-59.8% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 14.18% | 1922.51%-1908.3pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,584 | $3,032-47.8% | $2,380-33.4% | $4,751-66.7% |
| Participant deferral / active EE | $3,874 | $4,676-17.1% | $3,985-2.8% | $6,710-42.3% |
| Admin fee / account holder | $1,082 | $8,657-87.5% | $6,852-84.2% | $11,403-90.5% |