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 | $42,316 | $102,317-58.6% | $146,958-71.2% | $80,856-47.7% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.2%-6.2pp | 67.6%+8.3pp |
| Annual return | 17.18% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,781 | $3,713+1.8% | $4,933-23.4% | $2,755+37.2% |
| Participant deferral / active EE | $8,529 | $6,644+28.4% | $8,070+5.7% | $4,296+98.5% |
| Admin fee / account holder | $17,688 | $7,941+122.7% | $12,998+36.1% | $6,918+155.7% |