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 | $40,938 | $102,317-60.0% | $146,958-72.1% | $80,856-49.4% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 14.85% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,625 | $3,713-2.4% | $4,933-26.5% | $2,755+31.6% |
| Participant deferral / active EE | $5,782 | $6,644-13.0% | $8,070-28.3% | $4,296+34.6% |
| Admin fee / account holder | $1,753 | $7,941-77.9% | $12,998-86.5% | $6,918-74.7% |