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 | $25,344 | $176,056-85.6% | $159,436-84.1% | $167,490-84.9% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 16.00% | 331.75%-315.7pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,792 | $5,297-28.4% | $4,829-21.5% | $4,837-21.6% |
| Participant deferral / active EE | $11,193 | $7,750+44.4% | $7,352+52.2% | $6,341+76.5% |
| Admin fee / account holder | $455 | $12,554-96.4% | $10,799-95.8% | $12,309-96.3% |