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 | $41,425 | $100,852-58.9% | $90,404-54.2% | $158,922-73.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 9.93% | 1724.20%-1714.3pp | 1293.02%-1283.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,081 | $3,689-70.7% | $3,262-66.9% | $4,761-77.3% |
| Participant deferral / active EE | $2,388 | $4,348-45.1% | $3,963-39.7% | $5,982-60.1% |
| Admin fee / account holder | $5,488 | $6,501-15.6% | $5,611-2.2% | $11,246-51.2% |