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 3-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 | $44,611 | $102,317-56.4% | $146,958-69.6% | $80,856-44.8% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 26.01% | 134.76%-108.7pp | 418.34%-392.3pp | 35.59%-9.6pp |
| Employer contribution / active EE | $3,122 | $3,713-15.9% | $4,933-36.7% | $2,755+13.3% |
| Participant deferral / active EE | $8,947 | $6,644+34.7% | $8,070+10.9% | $4,296+108.3% |
| Admin fee / account holder | $3,400 | $7,941-57.2% | $12,998-73.8% | $6,918-50.8% |