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 | $34,227 | $91,538-62.6% | $129,995-73.7% | $75,163-54.5% |
| Participation rate | 84.9% | 71.4%+13.5pp | 78.5%+6.4pp | 67.2%+17.7pp |
| Annual return | 22.62% | -631.11%+653.7pp | -137.18%+159.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,603 | $2,845-43.7% | $4,320-62.9% | $2,670-40.0% |
| Participant deferral / active EE | $5,184 | $4,341+19.4% | $5,820-10.9% | $4,125+25.7% |
| Admin fee / account holder | $1,576 | $6,790-76.8% | $10,614-85.2% | $5,651-72.1% |