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 6-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 | $30,680 | $102,317-70.0% | $146,958-79.1% | $80,856-62.1% |
| Participation rate | 74.0% | 75.8%-1.9pp | 82.2%-8.2pp | 67.6%+6.3pp |
| Annual return | 15.72% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,108 | $3,713-16.3% | $4,933-37.0% | $2,755+12.8% |
| Participant deferral / active EE | $4,611 | $6,644-30.6% | $8,070-42.9% | $4,296+7.3% |
| Admin fee / account holder | $2,027 | $7,941-74.5% | $12,998-84.4% | $6,918-70.7% |