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 | $42,499 | $115,770-63.3% | $101,248-58.0% | $158,922-73.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 9.84% | 56.14%-46.3pp | 46.47%-36.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,063 | $4,175-50.6% | $3,660-43.6% | $4,761-56.7% |
| Participant deferral / active EE | $3,076 | $4,957-38.0% | $4,370-29.6% | $5,982-48.6% |
| Admin fee / account holder | $13,517 | $7,245+86.6% | $5,945+127.3% | $11,246+20.2% |