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 3-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 | $28,689 | $201,272-85.7% | $184,203-84.4% | $145,922-80.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 19.56% | 29.00%-9.4pp | 28.81%-9.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,641 | $7,022-76.6% | $6,427-74.5% | $4,660-64.8% |
| Participant deferral / active EE | $7,076 | $9,806-27.8% | $9,131-22.5% | $6,688+5.8% |
| Admin fee / account holder | $3,141 | $16,364-80.8% | $13,901-77.4% | $13,397-76.6% |