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 | $24,399 | $159,901-84.7% | $146,958-83.4% | $145,922-83.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.45% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,497 | $5,286-33.9% | $4,933-29.1% | $4,660-25.0% |
| Participant deferral / active EE | $6,468 | $8,428-23.3% | $8,070-19.9% | $6,688-3.3% |
| Admin fee / account holder | $4,506 | $15,044-70.0% | $12,998-65.3% | $13,397-66.4% |