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 | $34,287 | $117,841-70.9% | $102,423-66.5% | $145,922-76.5% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 17.75% | 31.65%-13.9pp | 29.32%-11.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,889 | $3,615-47.7% | $3,023-37.5% | $4,660-59.5% |
| Participant deferral / active EE | $4,721 | $5,731-17.6% | $5,053-6.6% | $6,688-29.4% |
| Admin fee / account holder | $1,075 | $13,326-91.9% | $9,451-88.6% | $13,397-92.0% |