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 9-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 | $37,275 | $65,561-43.1% | $86,188-56.8% | $75,163-50.4% |
| Participation rate | 71.8% | 60.5%+11.3pp | 69.0%+2.8pp | 67.2%+4.6pp |
| Annual return | 14.82% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $854 | $1,553-45.0% | $2,380-64.1% | $2,670-68.0% |
| Participant deferral / active EE | $2,074 | $3,024-31.4% | $3,985-47.9% | $4,125-49.7% |
| Admin fee / account holder | $3,101 | $5,474-43.4% | $6,852-54.7% | $5,651-45.1% |