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 | $17,010 | $85,022-80.0% | $70,515-75.9% | $139,434-87.8% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 16.46% | 30.38%-13.9pp | 32.77%-16.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,377 | $3,909-39.2% | $2,973-20.1% | $4,751-50.0% |
| Participant deferral / active EE | $3,975 | $5,890-32.5% | $4,567-13.0% | $6,710-40.8% |
| Admin fee / account holder | $11,775 | $8,906+32.2% | $6,412+83.6% | $11,403+3.3% |