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 | $43,110 | $102,317-57.9% | $146,958-70.7% | $80,856-46.7% |
| Participation rate | 75.8% | 75.8%-0.1pp | 82.2%-6.4pp | 67.6%+8.1pp |
| Annual return | 18.71% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,788 | $3,713+2.0% | $4,933-23.2% | $2,755+37.5% |
| Participant deferral / active EE | $9,588 | $6,644+44.3% | $8,070+18.8% | $4,296+123.2% |
| Admin fee / account holder | $7,787 | $7,941-1.9% | $12,998-40.1% | $6,918+12.6% |