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 | $29,205 | $175,202-83.3% | $149,673-80.5% | $139,434-79.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 24.72% | 166.71%-142.0pp | 134.42%-109.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,124 | $5,474-61.2% | $4,818-55.9% | $4,751-55.3% |
| Participant deferral / active EE | $2,921 | $6,519-55.2% | $5,680-48.6% | $6,710-56.5% |
| Admin fee / account holder | $2,167 | $16,150-86.6% | $13,210-83.6% | $11,403-81.0% |