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 | $32,410 | $96,305-66.3% | $80,569-59.8% | $139,434-76.8% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 16.45% | 1350.08%-1333.6pp | 935.43%-919.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,911 | $3,262-41.4% | $2,723-29.8% | $4,751-59.8% |
| Participant deferral / active EE | $2,240 | $5,232-57.2% | $4,447-49.6% | $6,710-66.6% |
| Admin fee / account holder | $548 | $6,599-91.7% | $5,377-89.8% | $11,403-95.2% |