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 | $29,037 | $111,754-74.0% | $103,333-71.9% | $145,922-80.1% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 18.35% | 24.77%-6.4pp | 24.88%-6.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,342 | $4,212-44.4% | $3,868-39.4% | $4,660-49.7% |
| Participant deferral / active EE | $4,823 | $5,619-14.2% | $5,057-4.6% | $6,688-27.9% |
| Admin fee / account holder | $1,599 | $9,750-83.6% | $8,355-80.9% | $13,397-88.1% |