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 4-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 | $40,629 | $117,841-65.5% | $102,423-60.3% | $145,922-72.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 119.71% | 31.65%+88.1pp | 29.32%+90.4pp | 561.29%-441.6pp |
| Employer contribution / active EE | $1,402 | $3,615-61.2% | $3,023-53.6% | $4,660-69.9% |
| Participant deferral / active EE | $2,540 | $5,731-55.7% | $5,053-49.7% | $6,688-62.0% |
| Admin fee / account holder | $2,891 | $13,326-78.3% | $9,451-69.4% | $13,397-78.4% |