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 | $33,895 | $111,754-69.7% | $103,333-67.2% | $145,922-76.8% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 12.32% | 24.77%-12.4pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,178 | $4,212-48.3% | $3,868-43.7% | $4,660-53.2% |
| Participant deferral / active EE | $2,886 | $5,619-48.6% | $5,057-42.9% | $6,688-56.8% |
| Admin fee / account holder | $4,265 | $9,750-56.3% | $8,355-48.9% | $13,397-68.2% |