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 | $32,530 | $158,398-79.5% | $126,539-74.3% | $142,382-77.2% |
| Participation rate | 72.7% | 75.8%-3.1pp | 69.8%+2.9pp | 80.1%-7.4pp |
| Annual return | 16.82% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,140 | $4,650-75.5% | $3,674-69.0% | $4,299-73.5% |
| Participant deferral / active EE | $2,241 | $4,767-53.0% | $4,083-45.1% | $6,507-65.6% |
| Admin fee / account holder | $5,382 | $6,918-22.2% | $6,065-11.3% | $12,624-57.4% |