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 6-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 | $29,854 | $185,822-83.9% | $169,993-82.4% | $139,434-78.6% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 35.72% | 60.50%-24.8pp | 53.37%-17.7pp | 372.94%-337.2pp |
| Employer contribution / active EE | $2,371 | $7,590-68.8% | $6,785-65.1% | $4,751-50.1% |
| Participant deferral / active EE | $5,614 | $11,622-51.7% | $10,408-46.1% | $6,710-16.3% |
| Admin fee / account holder | $4,762 | $15,381-69.0% | $12,815-62.8% | $11,403-58.2% |