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 5-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 | $41,593 | $99,877-58.4% | $84,966-51.0% | $145,922-71.5% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.2pp | 80.3%+6.4pp |
| Annual return | 15.69% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,363 | $3,231-26.9% | $2,727-13.4% | $4,660-49.3% |
| Participant deferral / active EE | $3,095 | $5,291-41.5% | $4,519-31.5% | $6,688-53.7% |
| Admin fee / account holder | $347 | $7,248-95.2% | $6,149-94.4% | $13,397-97.4% |