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 | $17,488 | $124,281-85.9% | $109,143-84.0% | $167,490-89.6% |
| Participation rate | 78.9% | 79.4%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 19.21% | 26.04%-6.8pp | 25.75%-6.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,007 | $5,255+14.3% | $4,653+29.1% | $6,341-5.3% |
| Admin fee / account holder | $1,591 | $7,970-80.0% | $6,752-76.4% | $12,309-87.1% |