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 | $45,500 | $99,877-54.4% | $84,966-46.4% | $145,922-68.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.05% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,141 | $3,231-33.7% | $2,727-21.5% | $4,660-54.1% |
| Participant deferral / active EE | $5,348 | $5,291+1.1% | $4,519+18.3% | $6,688-20.0% |
| Admin fee / account holder | $1,429 | $7,248-80.3% | $6,149-76.8% | $13,397-89.3% |