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 10-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 | $23,535 | $159,901-85.3% | $146,958-84.0% | $145,922-83.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.77% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,787 | $5,286-47.3% | $4,933-43.5% | $4,660-40.2% |
| Participant deferral / active EE | $3,211 | $8,428-61.9% | $8,070-60.2% | $6,688-52.0% |
| Admin fee / account holder | $2,593 | $15,044-82.8% | $12,998-80.1% | $13,397-80.6% |