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 5-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 | $25,077 | $159,901-84.3% | $146,958-82.9% | $145,922-82.8% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 13.41% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,579 | $5,286-70.1% | $4,933-68.0% | $4,660-66.1% |
| Participant deferral / active EE | $3,808 | $8,428-54.8% | $8,070-52.8% | $6,688-43.1% |
| Admin fee / account holder | $1,616 | $15,044-89.3% | $12,998-87.6% | $13,397-87.9% |