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 | $27,470 | $102,317-73.2% | $146,958-81.3% | $80,856-66.0% |
| Participation rate | 70.8% | 75.8%-5.1pp | 82.2%-11.4pp | 67.6%+3.1pp |
| Annual return | 18.26% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,021 | $3,713-72.5% | $4,933-79.3% | $2,755-62.9% |
| Participant deferral / active EE | $2,893 | $6,644-56.4% | $8,070-64.1% | $4,296-32.6% |
| Admin fee / account holder | $1,519 | $7,941-80.9% | $12,998-88.3% | $6,918-78.0% |