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 | $29,439 | $159,901-81.6% | $146,958-80.0% | $145,922-79.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.71% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,357 | $5,286-55.4% | $4,933-52.2% | $4,660-49.4% |
| Participant deferral / active EE | $9,211 | $8,428+9.3% | $8,070+14.1% | $6,688+37.7% |
| Admin fee / account holder | $2,535 | $15,044-83.2% | $12,998-80.5% | $13,397-81.1% |