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 | $28,052 | $183,519-84.7% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.56% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,375 | $5,313-36.5% | $4,672-27.8% | $4,660-27.6% |
| Participant deferral / active EE | $5,060 | $6,462-21.7% | $5,626-10.1% | $6,688-24.3% |
| Admin fee / account holder | $4,845 | $19,313-74.9% | $15,912-69.6% | $13,397-63.8% |