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 | $30,949 | $148,534-79.2% | $135,903-77.2% | $139,434-77.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.71% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,436 | $5,243-72.6% | $4,856-70.4% | $4,751-69.8% |
| Participant deferral / active EE | $2,582 | $8,100-68.1% | $7,758-66.7% | $6,710-61.5% |
| Admin fee / account holder | $469 | $12,400-96.2% | $10,762-95.6% | $11,403-95.9% |