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 | $28,686 | $102,317-72.0% | $146,958-80.5% | $80,856-64.5% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 18.19% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,491 | $3,713-32.9% | $4,933-49.5% | $2,755-9.6% |
| Participant deferral / active EE | $4,230 | $6,644-36.3% | $8,070-47.6% | $4,296-1.5% |
| Admin fee / account holder | $820 | $7,941-89.7% | $12,998-93.7% | $6,918-88.1% |