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 | $32,405 | $64,839-50.0% | $95,585-66.1% | $84,808-61.8% |
| Participation rate | 92.0% | 63.8%+28.2pp | 72.1%+19.9pp | 68.3%+23.7pp |
| Annual return | 24.52% | -670.96%+695.5pp | 38.56%-14.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,545 | $1,759+44.7% | $2,527+0.7% | $2,631-3.3% |
| Participant deferral / active EE | $4,233 | $2,965+42.8% | $4,023+5.2% | $4,212+0.5% |
| Admin fee / account holder | $682 | $5,964-88.6% | $6,127-88.9% | $7,344-90.7% |