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 8-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 | $41,601 | $48,230-13.7% | $67,502-38.4% | $80,856-48.5% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.6%+24.4pp |
| Annual return | 13.46% | 18.28%-4.8pp | 3512.12%-3498.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,200 | $2,020-40.6% | $2,731-56.0% | $2,755-56.4% |
| Participant deferral / active EE | $6,036 | $2,924+106.5% | $4,000+50.9% | $4,296+40.5% |
| Admin fee / account holder | $1,150 | $3,681-68.8% | $3,998-71.2% | $6,918-83.4% |