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 7-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 | $49,125 | $111,724-56.0% | $93,606-47.5% | $145,922-66.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.00% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,488 | $3,090-19.5% | $2,420+2.8% | $4,660-46.6% |
| Participant deferral / active EE | $3,209 | $4,912-34.7% | $4,411-27.3% | $6,688-52.0% |
| Admin fee / account holder | $324 | $10,250-96.8% | $8,285-96.1% | $13,397-97.6% |