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 | $17,300 | $210,648-91.8% | $177,989-90.3% | $145,922-88.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.37% | 385.86%-373.5pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,863 | $4,565+6.5% | $3,949+23.2% | $4,660+4.4% |
| Participant deferral / active EE | $6,652 | $6,958-4.4% | $6,276+6.0% | $6,688-0.5% |
| Admin fee / account holder | $4,743 | $12,013-60.5% | $10,363-54.2% | $13,397-64.6% |