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 | $25,806 | $64,839-60.2% | $95,585-73.0% | $84,808-69.6% |
| Participation rate | 81.6% | 63.8%+17.8pp | 72.1%+9.6pp | 68.3%+13.3pp |
| Annual return | 18.36% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,847 | $1,759+61.9% | $2,527+12.7% | $2,631+8.2% |
| Participant deferral / active EE | $3,773 | $2,965+27.3% | $4,023-6.2% | $4,212-10.4% |
| Admin fee / account holder | $627 | $5,964-89.5% | $6,127-89.8% | $7,344-91.5% |