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 | $50,882 | $64,839-21.5% | $95,585-46.8% | $84,808-40.0% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.1%+17.9pp | 68.3%+21.7pp |
| Annual return | 17.49% | -670.96%+688.4pp | 38.56%-21.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $890 | $1,759-49.4% | $2,527-64.8% | $2,631-66.2% |
| Participant deferral / active EE | $3,364 | $2,965+13.5% | $4,023-16.4% | $4,212-20.1% |
| Admin fee / account holder | $22,468 | $5,964+276.7% | $6,127+266.7% | $7,344+205.9% |