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 7-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 | $33,628 | $175,202-80.8% | $149,673-77.5% | $139,434-75.9% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 17.81% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,825 | $5,474-48.4% | $4,818-41.4% | $4,751-40.5% |
| Participant deferral / active EE | $7,741 | $6,519+18.7% | $5,680+36.3% | $6,710+15.4% |
| Admin fee / account holder | $8,820 | $16,150-45.4% | $13,210-33.2% | $11,403-22.6% |