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 | $40,128 | $59,417-32.5% | $93,606-57.1% | $74,495-46.1% |
| Participation rate | 74.5% | 59.7%+14.9pp | 68.7%+5.8pp | 67.2%+7.3pp |
| Annual return | 12.90% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $969 | $1,264-23.3% | $2,420-60.0% | $2,623-63.1% |
| Participant deferral / active EE | $2,685 | $3,050-12.0% | $4,411-39.1% | $4,346-38.2% |
| Admin fee / account holder | $8,025 | $3,021+165.6% | $8,285-3.1% | $1,942+313.3% |