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 9-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 | $32,009 | $107,334-70.2% | $92,893-65.5% | $152,861-79.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 19.45% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,231 | $4,221-47.2% | $3,653-38.9% | $4,762-53.2% |
| Participant deferral / active EE | $4,189 | $4,845-13.5% | $4,236-1.1% | $5,850-28.4% |
| Admin fee / account holder | $783 | $7,079-88.9% | $5,794-86.5% | $11,596-93.3% |