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 8-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 | $42,513 | $88,751-52.1% | $81,812-48.0% | $145,922-70.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 9.70% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $769 | $3,083-75.1% | $2,912-73.6% | $4,660-83.5% |
| Participant deferral / active EE | $13,951 | $4,643+200.5% | $4,319+223.0% | $6,688+108.6% |
| Admin fee / account holder | $10,943 | $8,415+30.0% | $7,386+48.2% | $13,397-18.3% |