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 | $30,301 | $135,952-77.7% | $123,892-75.5% | $273,961-88.9% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,056 | $5,170-60.2% | $4,617-55.5% | $4,869-57.8% |
| Participant deferral / active EE | $3,544 | $6,343-44.1% | $5,984-40.8% | $5,287-33.0% |
| Admin fee / account holder | $527 | $9,817-94.6% | $8,357-93.7% | $10,132-94.8% |