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 | $34,058 | $110,502-69.2% | $80,716-57.8% | $167,490-79.7% |
| Participation rate | 71.4% | 64.0%+7.5pp | 54.2%+17.3pp | 82.1%-10.7pp |
| Annual return | 12.76% | 120.54%-107.8pp | 87.28%-74.5pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,480 | $1,543-4.0% | $1,160+27.6% | $4,837-69.4% |
| Participant deferral / active EE | $3,100 | $2,871+8.0% | $2,146+44.5% | $6,341-51.1% |
| Admin fee / account holder | $2,355 | $4,545-48.2% | $3,380-30.3% | $12,309-80.9% |