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 | $27,082 | $183,519-85.2% | $155,509-82.6% | $145,922-81.4% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 18.92% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,349 | $5,313-74.6% | $4,672-71.1% | $4,660-71.0% |
| Participant deferral / active EE | $3,451 | $6,462-46.6% | $5,626-38.7% | $6,688-48.4% |
| Admin fee / account holder | $4,844 | $19,313-74.9% | $15,912-69.6% | $13,397-63.8% |