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 | $29,052 | $77,145-62.3% | $108,410-73.2% | $85,850-66.2% |
| Participation rate | 74.7% | 74.7%0pp | 80.1%-5.4pp | 69.3%+5.4pp |
| Annual return | 19.44% | 44.54%-25.1pp | 905.27%-885.8pp | 318.53%-299.1pp |
| Employer contribution / active EE | $2,024 | $2,379-14.9% | $3,558-43.1% | $2,565-21.1% |
| Participant deferral / active EE | $3,028 | $5,566-45.6% | $6,563-53.9% | $3,952-23.4% |
| Admin fee / account holder | $331 | $5,172-93.6% | $7,295-95.5% | $6,260-94.7% |