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 | $34,065 | $124,185-72.6% | $108,410-68.6% | $167,490-79.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 13.93% | 1379.64%-1365.7pp | 905.27%-891.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,356 | $4,187-67.6% | $3,558-61.9% | $4,837-72.0% |
| Participant deferral / active EE | $4,826 | $6,908-30.1% | $6,563-26.5% | $6,341-23.9% |
| Admin fee / account holder | $851 | $9,455-91.0% | $7,295-88.3% | $12,309-93.1% |