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 9-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 | $20,002 | $107,334-81.4% | $92,893-78.5% | $152,861-86.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 28.42% | 145.58%-117.2pp | 109.41%-81.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,145 | $4,221-72.9% | $3,653-68.7% | $4,762-76.0% |
| Participant deferral / active EE | $3,383 | $4,845-30.2% | $4,236-20.1% | $5,850-42.2% |
| Admin fee / account holder | $1,565 | $7,079-77.9% | $5,794-73.0% | $11,596-86.5% |