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 | $41,741 | $64,839-35.6% | $95,585-56.3% | $84,808-50.8% |
| Participation rate | 92.5% | 63.8%+28.7pp | 72.1%+20.4pp | 68.3%+24.2pp |
| Annual return | 19.60% | -670.96%+690.6pp | 38.56%-19.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,535 | $1,759-12.7% | $2,527-39.3% | $2,631-41.7% |
| Participant deferral / active EE | $8,943 | $2,965+201.6% | $4,023+122.3% | $4,212+112.3% |
| Admin fee / account holder | $3,385 | $5,964-43.3% | $6,127-44.8% | $7,344-53.9% |