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 10-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 | $37,985 | $81,208-53.2% | $98,907-61.6% | $79,858-52.4% |
| Participation rate | 84.5% | 72.5%+12.0pp | 76.0%+8.5pp | 69.6%+14.8pp |
| Annual return | 18.74% | 60.99%-42.3pp | 196.43%-177.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,980 | $3,265-8.7% | $4,244-29.8% | $3,740-20.3% |
| Admin fee / account holder | $349 | $6,013-94.2% | $6,642-94.7% | $5,306-93.4% |