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 | $30,205 | $183,519-83.5% | $155,509-80.6% | $145,922-79.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.26% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $8,581 | $5,313+61.5% | $4,672+83.7% | $4,660+84.2% |
| Participant deferral / active EE | $4,607 | $6,462-28.7% | $5,626-18.1% | $6,688-31.1% |
| Admin fee / account holder | $376 | $19,313-98.1% | $15,912-97.6% | $13,397-97.2% |