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 | $40,342 | $109,982-63.3% | $97,226-58.5% | $145,922-72.4% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 9.35% | 242.90%-233.6pp | 75.13%-65.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,079 | $3,084-65.0% | $2,729-60.5% | $4,660-76.8% |
| Participant deferral / active EE | $2,254 | $4,676-51.8% | $4,264-47.1% | $6,688-66.3% |
| Admin fee / account holder | $4,364 | $6,221-29.8% | $5,654-22.8% | $13,397-67.4% |