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 7-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 | $27,919 | $217,402-87.2% | $185,823-85.0% | $167,490-83.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.66% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,544 | $5,873-56.7% | $5,167-50.8% | $4,837-47.4% |
| Participant deferral / active EE | $5,670 | $6,356-10.8% | $5,568+1.8% | $6,341-10.6% |
| Admin fee / account holder | $335 | $19,811-98.3% | $16,237-97.9% | $12,309-97.3% |