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 3-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 | $46,194 | $83,902-44.9% | $167,512-72.4% | $84,808-45.5% |
| Participation rate | 77.8% | 66.5%+11.3pp | 77.1%+0.7pp | 68.3%+9.5pp |
| Annual return | 16.85% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,317 | $2,264-41.8% | $3,882-66.1% | $2,631-49.9% |
| Participant deferral / active EE | $3,631 | $4,442-18.3% | $6,405-43.3% | $4,212-13.8% |
| Admin fee / account holder | $787 | $7,915-90.1% | $9,769-91.9% | $7,344-89.3% |