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 | $30,291 | $109,327-72.3% | $89,391-66.1% | $158,922-80.9% |
| Participation rate | 95.8% | 74.3%+21.6pp | 68.0%+27.9pp | 82.0%+13.9pp |
| Annual return | 12.70% | 345.68%-333.0pp | 245.62%-232.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,393 | $3,170-56.0% | $2,586-46.1% | $4,761-70.7% |
| Participant deferral / active EE | $2,852 | $4,598-38.0% | $3,890-26.7% | $5,982-52.3% |
| Admin fee / account holder | $1,188 | $6,153-80.7% | $4,881-75.7% | $11,246-89.4% |