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 | $30,328 | $102,317-70.4% | $146,958-79.4% | $80,856-62.5% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 15.54% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,759 | $3,713-25.7% | $4,933-44.1% | $2,755+0.1% |
| Participant deferral / active EE | $8,059 | $6,644+21.3% | $8,070-0.1% | $4,296+87.6% |
| Admin fee / account holder | $7,992 | $7,941+0.6% | $12,998-38.5% | $6,918+15.5% |