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 | $39,188 | $107,334-63.5% | $92,893-57.8% | $152,861-74.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 24.86% | 145.58%-120.7pp | 109.41%-84.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,867 | $4,221-55.8% | $3,653-48.9% | $4,762-60.8% |
| Participant deferral / active EE | $3,385 | $4,845-30.1% | $4,236-20.1% | $5,850-42.1% |
| Admin fee / account holder | $9,057 | $7,079+27.9% | $5,794+56.3% | $11,596-21.9% |