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 8-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 | $15,041 | $102,616-85.3% | $81,983-81.7% | $158,922-90.5% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.2%+7.7pp | 82.0%-5.0pp |
| Annual return | 27.81% | 61.04%-33.2pp | 41.31%-13.5pp | 302.83%-275.0pp |
| Employer contribution / active EE | $1,863 | $3,240-42.5% | $2,498-25.4% | $4,761-60.9% |
| Participant deferral / active EE | $3,480 | $4,648-25.1% | $3,722-6.5% | $5,982-41.8% |
| Admin fee / account holder | $604 | $8,235-92.7% | $5,664-89.3% | $11,246-94.6% |