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 | $44,906 | $140,940-68.1% | $112,229-60.0% | $139,434-67.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 22.78% | 32.71%-9.9pp | 30.20%-7.4pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,160 | $4,283-72.9% | $3,430-66.2% | $4,751-75.6% |
| Participant deferral / active EE | $3,439 | $5,874-41.5% | $4,798-28.3% | $6,710-48.8% |
| Admin fee / account holder | $661 | $9,954-93.4% | $7,748-91.5% | $11,403-94.2% |