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 4-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 | $31,202 | $117,841-73.5% | $102,423-69.5% | $145,922-78.6% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 11.17% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,037 | $3,615-43.6% | $3,023-32.6% | $4,660-56.3% |
| Participant deferral / active EE | $5,242 | $5,731-8.5% | $5,053+3.7% | $6,688-21.6% |
| Admin fee / account holder | $3,358 | $13,326-74.8% | $9,451-64.5% | $13,397-74.9% |