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 9-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 | $51,866 | $111,754-53.6% | $103,333-49.8% | $145,922-64.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.65% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,989 | $4,212-52.8% | $3,868-48.6% | $4,660-57.3% |
| Participant deferral / active EE | $9,255 | $5,619+64.7% | $5,057+83.0% | $6,688+38.4% |
| Admin fee / account holder | $3,927 | $9,750-59.7% | $8,355-53.0% | $13,397-70.7% |