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 4-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 | $37,485 | $201,272-81.4% | $184,203-79.7% | $145,922-74.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 19.09% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,780 | $7,022-74.7% | $6,427-72.3% | $4,660-61.8% |
| Participant deferral / active EE | $10,082 | $9,806+2.8% | $9,131+10.4% | $6,688+50.8% |
| Admin fee / account holder | $15,067 | $16,364-7.9% | $13,901+8.4% | $13,397+12.5% |