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 | $33,219 | $115,770-71.3% | $101,248-67.2% | $158,922-79.1% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 22.53% | 56.14%-33.6pp | 46.47%-23.9pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,094 | $4,175-49.8% | $3,660-42.8% | $4,761-56.0% |
| Participant deferral / active EE | $3,204 | $4,957-35.4% | $4,370-26.7% | $5,982-46.4% |
| Admin fee / account holder | $354 | $7,245-95.1% | $5,945-94.0% | $11,246-96.9% |