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 | $42,019 | $107,334-60.9% | $92,893-54.8% | $152,861-72.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 20.42% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $7,957 | $4,221+88.5% | $3,653+117.8% | $4,762+67.1% |
| Participant deferral / active EE | $4,055 | $4,845-16.3% | $4,236-4.3% | $5,850-30.7% |
| Admin fee / account holder | $13,994 | $7,079+97.7% | $5,794+141.5% | $11,596+20.7% |