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 | $22,325 | $159,901-86.0% | $146,958-84.8% | $145,922-84.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,839 | $5,286-65.2% | $4,933-62.7% | $4,660-60.5% |
| Participant deferral / active EE | $4,970 | $8,428-41.0% | $8,070-38.4% | $6,688-25.7% |
| Admin fee / account holder | $7,542 | $15,044-49.9% | $12,998-42.0% | $13,397-43.7% |