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 5-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 | $34,310 | $96,305-64.4% | $80,569-57.4% | $139,434-75.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 17.15% | 1350.08%-1332.9pp | 935.43%-918.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,834 | $3,262-43.8% | $2,723-32.7% | $4,751-61.4% |
| Participant deferral / active EE | $2,455 | $5,232-53.1% | $4,447-44.8% | $6,710-63.4% |
| Admin fee / account holder | $3,773 | $6,599-42.8% | $5,377-29.8% | $11,403-66.9% |