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 | $42,977 | $102,317-58.0% | $146,958-70.8% | $80,856-46.8% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 23.79% | 134.76%-111.0pp | 418.34%-394.5pp | 35.59%-11.8pp |
| Employer contribution / active EE | $3,814 | $3,713+2.7% | $4,933-22.7% | $2,755+38.4% |
| Participant deferral / active EE | $5,543 | $6,644-16.6% | $8,070-31.3% | $4,296+29.0% |
| Admin fee / account holder | $504 | $7,941-93.7% | $12,998-96.1% | $6,918-92.7% |