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 | $29,901 | $117,841-74.6% | $102,423-70.8% | $145,922-79.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 11.24% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,280 | $3,615-36.9% | $3,023-24.6% | $4,660-51.1% |
| Participant deferral / active EE | $2,583 | $5,731-54.9% | $5,053-48.9% | $6,688-61.4% |
| Admin fee / account holder | $372 | $13,326-97.2% | $9,451-96.1% | $13,397-97.2% |