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 3-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 | $41,534 | $70,756-41.3% | $65,493-36.6% | $142,382-70.8% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 17.34% | 1754.89%-1737.5pp | 982.45%-965.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $711 | $2,881-75.3% | $2,574-72.4% | $4,299-83.5% |
| Participant deferral / active EE | $2,975 | $4,637-35.8% | $3,961-24.9% | $6,507-54.3% |
| Admin fee / account holder | $442 | $6,559-93.3% | $5,028-91.2% | $12,624-96.5% |