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 | $36,207 | $214,378-83.1% | $200,582-81.9% | $142,382-74.6% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 13.93% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,734 | $6,841-16.2% | $6,419-10.7% | $4,299+33.4% |
| Participant deferral / active EE | $6,412 | $9,865-35.0% | $9,331-31.3% | $6,507-1.5% |
| Admin fee / account holder | $40,070 | $17,692+126.5% | $16,305+145.8% | $12,624+217.4% |