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 9-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 | $49,900 | $109,327-54.4% | $89,391-44.2% | $158,922-68.6% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 20.50% | 345.68%-325.2pp | 245.62%-225.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,821 | $3,170-42.6% | $2,586-29.6% | $4,761-61.8% |
| Participant deferral / active EE | $6,383 | $4,598+38.8% | $3,890+64.1% | $5,982+6.7% |
| Admin fee / account holder | $914 | $6,153-85.1% | $4,881-81.3% | $11,246-91.9% |