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 | $40,867 | $117,841-65.3% | $102,423-60.1% | $145,922-72.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 16.03% | 31.65%-15.6pp | 29.32%-13.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,281 | $3,615+18.4% | $3,023+41.6% | $4,660-8.1% |
| Participant deferral / active EE | $6,581 | $5,731+14.8% | $5,053+30.2% | $6,688-1.6% |
| Admin fee / account holder | $461 | $13,326-96.5% | $9,451-95.1% | $13,397-96.6% |