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 | $46,390 | $102,966-54.9% | $90,281-48.6% | $152,861-69.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 27.81% | 95.16%-67.4pp | 78.10%-50.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,174 | $3,139-62.6% | $2,854-58.9% | $4,762-75.4% |
| Participant deferral / active EE | $4,630 | $4,281+8.1% | $3,885+19.2% | $5,850-20.8% |
| Admin fee / account holder | $326 | $6,171-94.7% | $5,351-93.9% | $11,596-97.2% |