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 10-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 | $43,766 | $78,422-44.2% | $95,952-54.4% | $79,858-45.2% |
| Participation rate | 93.4% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.8pp |
| Annual return | 13.33% | 19.37%-6.0pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,912 | $1,945-1.7% | $2,541-24.8% | $2,471-22.6% |
| Participant deferral / active EE | $2,272 | $3,440-33.9% | $4,167-45.5% | $3,740-39.2% |
| Admin fee / account holder | $8,663 | $5,622+54.1% | $6,795+27.5% | $5,306+63.3% |