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 | $23,733 | $53,053-55.3% | $126,539-81.2% | $74,304-68.1% |
| Participation rate | 76.0% | 48.0%+28.0pp | 69.8%+6.2pp | 60.3%+15.7pp |
| Annual return | 29.32% | 29.46%-0.1pp | 425.95%-396.6pp | 29.43%-0.1pp |
| Employer contribution / active EE | $2,008 | $1,168+72.0% | $3,674-45.3% | $2,241-10.4% |
| Participant deferral / active EE | $3,742 | $2,303+62.5% | $4,083-8.3% | $3,767-0.7% |
| Admin fee / account holder | $3,642 | $3,698-1.5% | $6,065-40.0% | $2,969+22.7% |