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 | $43,993 | $126,574-65.2% | $106,213-58.6% | $145,922-69.9% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 22.00% | 224.79%-202.8pp | 116.14%-94.1pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,062 | $3,730-44.7% | $3,171-35.0% | $4,660-55.8% |
| Participant deferral / active EE | $4,414 | $5,724-22.9% | $5,016-12.0% | $6,688-34.0% |
| Admin fee / account holder | $629 | $17,304-96.4% | $11,033-94.3% | $13,397-95.3% |