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 | $29,171 | $102,966-71.7% | $90,281-67.7% | $152,861-80.9% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 18.79% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,365 | $3,139-24.7% | $2,854-17.2% | $4,762-50.3% |
| Participant deferral / active EE | $2,391 | $4,281-44.1% | $3,885-38.5% | $5,850-59.1% |
| Admin fee / account holder | $16,732 | $6,171+171.2% | $5,351+212.7% | $11,596+44.3% |