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 | $24,846 | $117,841-78.9% | $102,423-75.7% | $145,922-83.0% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 8.78% | 31.65%-22.9pp | 29.32%-20.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5,145 | $3,615+42.3% | $3,023+70.2% | $4,660+10.4% |
| Participant deferral / active EE | $4,679 | $5,731-18.4% | $5,053-7.4% | $6,688-30.0% |
| Admin fee / account holder | $2,336 | $13,326-82.5% | $9,451-75.3% | $13,397-82.6% |