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 | $32,543 | $177,572-81.7% | $154,803-79.0% | $142,382-77.1% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.1%-1.9pp | 80.1%-3.9pp |
| Annual return | 13.94% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,576 | $4,810-46.4% | $4,305-40.2% | $4,299-40.1% |
| Participant deferral / active EE | $5,529 | $6,272-11.8% | $5,540-0.2% | $6,507-15.0% |
| Admin fee / account holder | $7,366 | $16,786-56.1% | $14,329-48.6% | $12,624-41.6% |