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 4-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 | $32,141 | $62,573-48.6% | $85,682-62.5% | $85,850-62.6% |
| Participation rate | 86.4% | 61.1%+25.3pp | 69.9%+16.6pp | 69.3%+17.1pp |
| Annual return | 16.63% | 23.77%-7.1pp | 21.49%-4.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $905 | $1,757-48.5% | $2,618-65.4% | $2,565-64.7% |
| Participant deferral / active EE | $3,780 | $2,802+34.9% | $3,923-3.6% | $3,952-4.3% |
| Admin fee / account holder | $461 | $4,640-90.1% | $6,873-93.3% | $6,260-92.6% |