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 | $43,984 | $108,919-59.6% | $100,391-56.2% | $145,922-69.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.03% | 57.88%-41.9pp | 49.20%-33.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,178 | $4,419-50.7% | $3,942-44.7% | $4,660-53.3% |
| Participant deferral / active EE | $7,290 | $8,445-13.7% | $8,082-9.8% | $6,688+9.0% |
| Admin fee / account holder | $655 | $9,689-93.2% | $7,899-91.7% | $13,397-95.1% |