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 | $31,153 | $64,839-52.0% | $95,585-67.4% | $84,808-63.3% |
| Participation rate | 81.8% | 63.8%+18.0pp | 72.1%+9.7pp | 68.3%+13.5pp |
| Annual return | 28.52% | -670.96%+699.5pp | 38.56%-10.0pp | 40.90%-12.4pp |
| Employer contribution / active EE | $1,509 | $1,759-14.2% | $2,527-40.3% | $2,631-42.7% |
| Participant deferral / active EE | $3,039 | $2,965+2.5% | $4,023-24.4% | $4,212-27.8% |
| Admin fee / account holder | $481 | $5,964-91.9% | $6,127-92.1% | $7,344-93.4% |