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 | $43,397 | $118,849-63.5% | $96,562-55.1% | $167,490-74.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.49% | 50.49%-32.0pp | 37.78%-19.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $832 | $3,120-73.3% | $2,356-64.7% | $4,837-82.8% |
| Participant deferral / active EE | $1,967 | $4,616-57.4% | $3,849-48.9% | $6,341-69.0% |
| Admin fee / account holder | $1,874 | $8,065-76.8% | $6,181-69.7% | $12,309-84.8% |