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 | $31,055 | $106,890-70.9% | $84,015-63.0% | $152,861-79.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 73.41% | 104.99%-31.6pp | 71.31%+2.1pp | 345.32%-271.9pp |
| Employer contribution / active EE | $1,420 | $2,734-48.1% | $1,983-28.4% | $4,762-70.2% |
| Participant deferral / active EE | $4,770 | $4,011+18.9% | $3,239+47.3% | $5,850-18.5% |
| Admin fee / account holder | $7,862 | $8,285-5.1% | $6,101+28.9% | $11,596-32.2% |