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 | $39,843 | $158,398-74.8% | $126,539-68.5% | $142,382-72.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 16.00% | 593.76%-577.8pp | 425.95%-409.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,139 | $4,650-75.5% | $3,674-69.0% | $4,299-73.5% |
| Participant deferral / active EE | $2,227 | $4,767-53.3% | $4,083-45.4% | $6,507-65.8% |
| Admin fee / account holder | $600 | $6,918-91.3% | $6,065-90.1% | $12,624-95.3% |