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 | $59,649 | $102,616-41.9% | $81,983-27.2% | $158,922-62.5% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 10.16% | 61.04%-50.9pp | 41.31%-31.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,139 | $3,240-64.9% | $2,498-54.4% | $4,761-76.1% |
| Participant deferral / active EE | $3,960 | $4,648-14.8% | $3,722+6.4% | $5,982-33.8% |
| Admin fee / account holder | $3,938 | $8,235-52.2% | $5,664-30.5% | $11,246-65.0% |