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 3-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 | $15,200 | $114,381-86.7% | $107,525-85.9% | $142,382-89.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 28.86% | 242.71%-213.8pp | 181.32%-152.5pp | 217.08%-188.2pp |
| Employer contribution / active EE | $8,636 | $4,015+115.1% | $3,754+130.1% | $4,299+100.9% |
| Participant deferral / active EE | $3,208 | $5,564-42.3% | $5,116-37.3% | $6,507-50.7% |
| Admin fee / account holder | $316 | $9,860-96.8% | $8,919-96.5% | $12,624-97.5% |