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 9-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 | $38,343 | $65,561-41.5% | $86,188-55.5% | $75,163-49.0% |
| Participation rate | 83.6% | 60.5%+23.1pp | 69.0%+14.6pp | 67.2%+16.4pp |
| Annual return | 17.54% | 46.05%-28.5pp | 1168.45%-1150.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,384 | $1,553-10.8% | $2,380-41.8% | $2,670-48.1% |
| Participant deferral / active EE | $2,996 | $3,024-0.9% | $3,985-24.8% | $4,125-27.4% |
| Admin fee / account holder | $2,504 | $5,474-54.3% | $6,852-63.5% | $5,651-55.7% |