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 8-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 | $41,257 | $89,355-53.8% | $141,162-70.8% | $72,985-43.5% |
| Participation rate | 73.0% | 75.1%-2.1pp | 82.5%-9.5pp | 69.5%+3.5pp |
| Annual return | 27.60% | 111.85%-84.2pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $2,647 | $3,114-15.0% | $4,735-44.1% | $2,440+8.5% |
| Participant deferral / active EE | $5,266 | $5,418-2.8% | $6,709-21.5% | $3,607+46.0% |
| Admin fee / account holder | $466 | $5,958-92.2% | $10,261-95.5% | $5,124-90.9% |