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 | $41,357 | $96,635-57.2% | $86,612-52.3% | $139,434-70.3% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 31.54% | 106.41%-74.9pp | 591.07%-559.5pp | 372.94%-341.4pp |
| Employer contribution / active EE | $1,599 | $3,263-51.0% | $3,022-47.1% | $4,751-66.3% |
| Participant deferral / active EE | $1,576 | $4,836-67.4% | $4,438-64.5% | $6,710-76.5% |
| Admin fee / account holder | $384 | $6,408-94.0% | $5,614-93.2% | $11,403-96.6% |