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 | $52,931 | $197,591-73.2% | $177,821-70.2% | $158,922-66.7% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.7%-15.5pp | 82.0%-9.7pp |
| Annual return | 22.68% | 58.76%-36.1pp | 48.32%-25.6pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,891 | $6,697-56.8% | $5,918-51.1% | $4,761-39.3% |
| Participant deferral / active EE | $6,660 | $8,405-20.8% | $7,714-13.7% | $5,982+11.3% |
| Admin fee / account holder | $323 | $15,399-97.9% | $12,427-97.4% | $11,246-97.1% |