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 3-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 | $13,037 | $108,919-88.0% | $100,391-87.0% | $145,922-91.1% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 47.73% | 57.88%-10.2pp | 49.20%-1.5pp | 561.29%-513.6pp |
| Employer contribution / active EE | $3,565 | $4,419-19.3% | $3,942-9.6% | $4,660-23.5% |
| Participant deferral / active EE | $6,209 | $8,445-26.5% | $8,082-23.2% | $6,688-7.2% |
| Admin fee / account holder | $5,357 | $9,689-44.7% | $7,899-32.2% | $13,397-60.0% |