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 | $43,211 | $112,096-61.5% | $95,952-55.0% | $158,922-72.8% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 11.34% | 171.09%-159.8pp | 91.61%-80.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,305 | $3,198-59.2% | $2,541-48.6% | $4,761-72.6% |
| Participant deferral / active EE | $2,048 | $4,784-57.2% | $4,167-50.8% | $5,982-65.8% |
| Admin fee / account holder | $1,332 | $10,130-86.8% | $6,795-80.4% | $11,246-88.2% |