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 | $42,540 | $107,334-60.4% | $92,893-54.2% | $152,861-72.2% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.0%+2.9pp | 82.4%-3.5pp |
| Annual return | 32.97% | 145.58%-112.6pp | 109.41%-76.4pp | 345.32%-312.3pp |
| Employer contribution / active EE | $2,014 | $4,221-52.3% | $3,653-44.9% | $4,762-57.7% |
| Participant deferral / active EE | $3,972 | $4,845-18.0% | $4,236-6.2% | $5,850-32.1% |
| Admin fee / account holder | $1,998 | $7,079-71.8% | $5,794-65.5% | $11,596-82.8% |