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 | $43,353 | $72,400-40.1% | $67,502-35.8% | $145,922-70.3% |
| Participation rate | 85.0% | 76.9%+8.1pp | 72.9%+12.1pp | 80.3%+4.7pp |
| Annual return | 15.02% | 7182.46%-7167.4pp | 3512.12%-3497.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,814 | $3,069+24.3% | $2,731+39.7% | $4,660-18.2% |
| Participant deferral / active EE | $6,712 | $4,783+40.3% | $4,000+67.8% | $6,688+0.4% |
| Admin fee / account holder | $3,817 | $5,539-31.1% | $3,998-4.5% | $13,397-71.5% |