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 | $57,335 | $150,187-61.8% | $120,354-52.4% | $145,922-60.7% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 10.41% | 154.07%-143.7pp | 107.15%-96.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,169 | $4,348-50.1% | $3,463-37.3% | $4,660-53.4% |
| Participant deferral / active EE | $3,850 | $6,173-37.6% | $4,991-22.9% | $6,688-42.4% |
| Admin fee / account holder | $796 | $12,207-93.5% | $9,423-91.5% | $13,397-94.1% |