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 | $35,049 | $138,044-74.6% | $125,339-72.0% | $134,475-73.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -0.72% | 750.33%-751.0pp | 572.05%-572.8pp | 417.96%-418.7pp |
| Employer contribution / active EE | $3,328 | $5,243-36.5% | $4,814-30.9% | $4,740-29.8% |
| Participant deferral / active EE | $7,090 | $7,799-9.1% | $7,446-4.8% | $6,400+10.8% |
| Admin fee / account holder | $444 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |