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 | $54,310 | $118,680-54.2% | $98,907-45.1% | $158,922-65.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 21.05% | 372.35%-351.3pp | 196.43%-175.4pp | 302.83%-281.8pp |
| Employer contribution / active EE | $4,082 | $3,333+22.5% | $2,689+51.8% | $4,761-14.3% |
| Participant deferral / active EE | $13,786 | $5,088+171.0% | $4,244+224.8% | $5,982+130.4% |
| Admin fee / account holder | $850 | $10,131-91.6% | $6,642-87.2% | $11,246-92.4% |