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 | $45,468 | $88,751-48.8% | $81,812-44.4% | $145,922-68.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 12.57% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $877 | $3,083-71.6% | $2,912-69.9% | $4,660-81.2% |
| Participant deferral / active EE | $2,528 | $4,643-45.6% | $4,319-41.5% | $6,688-62.2% |
| Admin fee / account holder | $414 | $8,415-95.1% | $7,386-94.4% | $13,397-96.9% |