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 | $42,580 | $185,822-77.1% | $169,993-75.0% | $139,434-69.5% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 23.19% | 60.50%-37.3pp | 53.37%-30.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,420 | $7,590-54.9% | $6,785-49.6% | $4,751-28.0% |
| Participant deferral / active EE | $8,695 | $11,622-25.2% | $10,408-16.5% | $6,710+29.6% |
| Admin fee / account holder | $4,910 | $15,381-68.1% | $12,815-61.7% | $11,403-56.9% |