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 10-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 | $41,622 | $109,817-62.1% | $98,442-57.7% | $167,490-75.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 16.81% | 1956.69%-1939.9pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,960 | $3,224-39.2% | $2,960-33.8% | $4,837-59.5% |
| Participant deferral / active EE | $2,676 | $4,673-42.7% | $4,276-37.4% | $6,341-57.8% |
| Admin fee / account holder | $2,802 | $6,753-58.5% | $5,949-52.9% | $12,309-77.2% |