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 7-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 | $35,533 | $73,933-51.9% | $96,683-63.2% | $75,163-52.7% |
| Participation rate | 80.6% | 66.4%+14.2pp | 74.3%+6.3pp | 67.2%+13.5pp |
| Annual return | 22.29% | 26.70%-4.4pp | 35.69%-13.4pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,355 | $2,928-19.6% | $3,737-37.0% | $2,670-11.8% |
| Participant deferral / active EE | $3,899 | $3,659+6.6% | $4,878-20.1% | $4,125-5.5% |
| Admin fee / account holder | $434 | $5,216-91.7% | $6,730-93.6% | $5,651-92.3% |