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 9-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 | $43,890 | $70,428-37.7% | $96,562-54.5% | $85,850-48.9% |
| Participation rate | 95.2% | 61.8%+33.4pp | 69.8%+25.4pp | 69.3%+25.9pp |
| Annual return | 16.07% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,813 | $1,413+28.3% | $2,356-23.1% | $2,565-29.3% |
| Participant deferral / active EE | $3,269 | $2,894+13.0% | $3,849-15.1% | $3,952-17.3% |
| Admin fee / account holder | $665 | $4,997-86.7% | $6,181-89.2% | $6,260-89.4% |