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 5-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 | $36,902 | $96,635-61.8% | $86,612-57.4% | $139,434-73.5% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 15.90% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,145 | $3,263-64.9% | $3,022-62.1% | $4,751-75.9% |
| Participant deferral / active EE | $4,845 | $4,836+0.2% | $4,438+9.2% | $6,710-27.8% |
| Admin fee / account holder | $1,218 | $6,408-81.0% | $5,614-78.3% | $11,403-89.3% |