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 10-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 | $27,936 | $169,032-83.5% | $129,207-78.4% | $145,922-80.9% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 13.00% | 14330.11%-14317.1pp | 9417.33%-9404.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $757 | $5,537-86.3% | $4,153-81.8% | $4,660-83.8% |
| Participant deferral / active EE | $2,388 | $4,987-52.1% | $4,168-42.7% | $6,688-64.3% |
| Admin fee / account holder | $1,683 | $9,954-83.1% | $7,715-78.2% | $13,397-87.4% |