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 10-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 | $28,862 | $106,890-73.0% | $84,015-65.6% | $152,861-81.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 23.79% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,546 | $2,734-43.5% | $1,983-22.1% | $4,762-67.5% |
| Participant deferral / active EE | $3,756 | $4,011-6.4% | $3,239+16.0% | $5,850-35.8% |
| Admin fee / account holder | $1,128 | $8,285-86.4% | $6,101-81.5% | $11,596-90.3% |