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 7-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 | $32,537 | $78,422-58.5% | $95,952-66.1% | $79,858-59.3% |
| Participation rate | 70.1% | 73.5%-3.3pp | 77.1%-6.9pp | 69.6%+0.5pp |
| Annual return | 17.59% | 19.37%-1.8pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $720 | $1,945-63.0% | $2,541-71.7% | $2,471-70.9% |
| Participant deferral / active EE | $2,770 | $3,440-19.5% | $4,167-33.5% | $3,740-25.9% |
| Admin fee / account holder | $371 | $5,622-93.4% | $6,795-94.5% | $5,306-93.0% |