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 5-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 | $26,323 | $90,348-70.9% | $75,972-65.4% | $145,922-82.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 11.84% | 620.88%-609.0pp | 359.55%-347.7pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,015 | $5,162-2.8% | $4,255+17.8% | $6,688-25.0% |
| Admin fee / account holder | $10,203 | $8,467+20.5% | $6,467+57.8% | $13,397-23.8% |