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 7-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 | $30,430 | $48,795-37.6% | $65,493-53.5% | $84,808-64.1% |
| Participation rate | 82.6% | 67.0%+15.6pp | 73.1%+9.5pp | 68.3%+14.3pp |
| Annual return | 15.65% | 20.20%-4.5pp | 982.45%-966.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $980 | $1,930-49.2% | $2,574-61.9% | $2,631-62.7% |
| Participant deferral / active EE | $2,132 | $2,928-27.2% | $3,961-46.2% | $4,212-49.4% |
| Admin fee / account holder | $336 | $3,877-91.3% | $5,028-93.3% | $7,344-95.4% |