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 | $26,528 | $93,571-71.6% | $135,903-80.5% | $75,163-64.7% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 20.82% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,258 | $3,537-7.9% | $4,856-32.9% | $2,670+22.0% |
| Participant deferral / active EE | $5,244 | $6,404-18.1% | $7,758-32.4% | $4,125+27.1% |
| Admin fee / account holder | $641 | $6,975-90.8% | $10,762-94.0% | $5,651-88.7% |