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 6-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 | $43,813 | $117,841-62.8% | $102,423-57.2% | $145,922-70.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 16.45% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $5,030 | $3,615+39.2% | $3,023+66.4% | $4,660+8.0% |
| Participant deferral / active EE | $12,305 | $5,731+114.7% | $5,053+143.5% | $6,688+84.0% |
| Admin fee / account holder | $703 | $13,326-94.7% | $9,451-92.6% | $13,397-94.8% |