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 | $29,337 | $70,606-58.4% | $53,898-45.6% | $142,382-79.4% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 23.82% | 619.81%-596.0pp | 528.60%-504.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,179 | $1,202-1.9% | $932+26.5% | $4,299-72.6% |
| Participant deferral / active EE | $5,894 | $2,364+149.3% | $1,826+222.8% | $6,507-9.4% |
| Admin fee / account holder | $344 | $2,852-88.0% | $2,491-86.2% | $12,624-97.3% |