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 | $29,203 | $183,519-84.1% | $155,509-81.2% | $145,922-80.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.43% | 61.17%-40.7pp | 64.67%-44.2pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,554 | $5,313-70.8% | $4,672-66.7% | $4,660-66.7% |
| Participant deferral / active EE | $3,511 | $6,462-45.7% | $5,626-37.6% | $6,688-47.5% |
| Admin fee / account holder | $9,768 | $19,313-49.4% | $15,912-38.6% | $13,397-27.1% |