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 | $43,780 | $185,822-76.4% | $169,993-74.2% | $139,434-68.6% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 19.33% | 60.50%-41.2pp | 53.37%-34.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,853 | $7,590-62.4% | $6,785-57.9% | $4,751-39.9% |
| Participant deferral / active EE | $5,616 | $11,622-51.7% | $10,408-46.0% | $6,710-16.3% |
| Admin fee / account holder | $2,239 | $15,381-85.4% | $12,815-82.5% | $11,403-80.4% |