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 | $41,618 | $106,890-61.1% | $84,015-50.5% | $152,861-72.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 17.84% | 104.99%-87.1pp | 71.31%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,116 | $2,734-59.2% | $1,983-43.7% | $4,762-76.6% |
| Participant deferral / active EE | $8,569 | $4,011+113.6% | $3,239+164.6% | $5,850+46.5% |
| Admin fee / account holder | $538 | $8,285-93.5% | $6,101-91.2% | $11,596-95.4% |