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 | $41,169 | $69,515-40.8% | $86,874-52.6% | $85,850-52.0% |
| Participation rate | 97.4% | 66.3%+31.1pp | 71.6%+25.8pp | 69.3%+28.1pp |
| Annual return | 11.82% | 20.12%-8.3pp | 63.52%-51.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,174 | $1,880+68.8% | $2,495+27.2% | $2,565+23.7% |
| Participant deferral / active EE | $1,340 | $2,919-54.1% | $3,699-63.8% | $3,952-66.1% |
| Admin fee / account holder | $4,069 | $5,972-31.9% | $5,828-30.2% | $6,260-35.0% |