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 | $38,369 | $99,020-61.3% | $86,590-55.7% | $147,584-74.0% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 12.74% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $457 | $3,132-85.4% | $2,839-83.9% | $4,876-90.6% |
| Participant deferral / active EE | $913 | $3,972-77.0% | $3,609-74.7% | $5,439-83.2% |
| Admin fee / account holder | $5,770 | $5,710+1.0% | $4,906+17.6% | $10,885-47.0% |