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 7-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 | $43,898 | $114,047-61.5% | $96,139-54.3% | $167,490-73.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 10.75% | 189.88%-179.1pp | 191.94%-181.2pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,976 | $3,427-42.3% | $2,797-29.4% | $4,837-59.2% |
| Participant deferral / active EE | $4,740 | $5,194-8.7% | $4,349+9.0% | $6,341-25.3% |
| Admin fee / account holder | $14,059 | $6,897+103.9% | $5,537+153.9% | $12,309+14.2% |