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 | $44,229 | $102,317-56.8% | $146,958-69.9% | $80,856-45.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 17.26% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,626 | $3,713-2.4% | $4,933-26.5% | $2,755+31.6% |
| Participant deferral / active EE | $7,492 | $6,644+12.8% | $8,070-7.2% | $4,296+74.4% |
| Admin fee / account holder | $5,056 | $7,941-36.3% | $12,998-61.1% | $6,918-26.9% |