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 | $42,526 | $123,909-65.7% | $69,647-38.9% | $145,922-70.9% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 13.16% | 190.55%-177.4pp | 100.48%-87.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,238 | $2,682-53.9% | $1,712-27.7% | $4,660-73.4% |
| Participant deferral / active EE | $2,130 | $4,236-49.7% | $2,886-26.2% | $6,688-68.2% |
| Admin fee / account holder | $337 | $7,863-95.7% | $4,713-92.9% | $13,397-97.5% |