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 8-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 | $22,050 | $176,056-87.5% | $159,436-86.2% | $167,490-86.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.20% | 331.75%-319.5pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,035 | $5,297-61.6% | $4,829-57.9% | $4,837-57.9% |
| Participant deferral / active EE | $4,927 | $7,750-36.4% | $7,352-33.0% | $6,341-22.3% |
| Admin fee / account holder | $2,779 | $12,554-77.9% | $10,799-74.3% | $12,309-77.4% |