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 6-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 | $52,345 | $22,587+131.8% | $65,255-19.8% | $75,163-30.4% |
| Participation rate | 94.7% | 63.1%+31.6pp | 65.0%+29.8pp | 67.2%+27.5pp |
| Annual return | 16.31% | 71.03%-54.7pp | 47.35%-31.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,360 | $941+44.6% | $1,691-19.6% | $2,670-49.0% |
| Participant deferral / active EE | $2,226 | $1,695+31.3% | $2,831-21.4% | $4,125-46.0% |
| Admin fee / account holder | $851 | $1,876-54.6% | $4,112-79.3% | $5,651-84.9% |