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 7-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 | $42,421 | $111,754-62.0% | $103,333-58.9% | $145,922-70.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 20.00% | 24.77%-4.8pp | 24.88%-4.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,712 | $4,212-59.4% | $3,868-55.7% | $4,660-63.3% |
| Participant deferral / active EE | $3,473 | $5,619-38.2% | $5,057-31.3% | $6,688-48.1% |
| Admin fee / account holder | $1,814 | $9,750-81.4% | $8,355-78.3% | $13,397-86.5% |