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 4-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 | $20,146 | $90,348-77.7% | $75,972-73.5% | $145,922-86.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.8pp |
| Annual return | 12.45% | 620.88%-608.4pp | 359.55%-347.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,659 | $3,311-49.9% | $2,685-38.2% | $4,660-64.4% |
| Participant deferral / active EE | $4,742 | $5,162-8.1% | $4,255+11.4% | $6,688-29.1% |
| Admin fee / account holder | $18,200 | $8,467+115.0% | $6,467+181.4% | $13,397+35.9% |