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 | $31,730 | $80,717-60.7% | $154,803-79.5% | $84,808-62.6% |
| Participation rate | 82.2% | 66.8%+15.4pp | 78.1%+4.2pp | 68.3%+13.9pp |
| Annual return | 14.87% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,267 | $2,761-54.1% | $4,305-70.6% | $2,631-51.8% |
| Participant deferral / active EE | $2,973 | $3,303-10.0% | $5,540-46.3% | $4,212-29.4% |
| Admin fee / account holder | $13,019 | $6,746+93.0% | $14,329-9.1% | $7,344+77.3% |