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 9-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 | $24,178 | $115,770-79.1% | $101,248-76.1% | $158,922-84.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 14.38% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,153 | $4,175-72.4% | $3,660-68.5% | $4,761-75.8% |
| Participant deferral / active EE | $2,915 | $4,957-41.2% | $4,370-33.3% | $5,982-51.3% |
| Admin fee / account holder | $3,014 | $7,245-58.4% | $5,945-49.3% | $11,246-73.2% |