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 | $41,661 | $102,604-59.4% | $86,188-51.7% | $139,434-70.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 16.81% | 1922.51%-1905.7pp | 1168.45%-1151.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,969 | $3,032-35.1% | $2,380-17.3% | $4,751-58.6% |
| Participant deferral / active EE | $2,460 | $4,676-47.4% | $3,985-38.3% | $6,710-63.3% |
| Admin fee / account holder | $5,264 | $8,657-39.2% | $6,852-23.2% | $11,403-53.8% |