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 | $17,771 | $106,515-83.3% | $96,683-81.6% | $139,434-87.3% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 21.54% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $12,547 | $4,103+205.8% | $3,737+235.8% | $4,751+164.1% |
| Participant deferral / active EE | $1,486 | $5,454-72.7% | $4,878-69.5% | $6,710-77.9% |
| Admin fee / account holder | $3,231 | $7,877-59.0% | $6,730-52.0% | $11,403-71.7% |