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 | $35,075 | $201,272-82.6% | $184,203-81.0% | $145,922-76.0% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 10.86% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,235 | $7,022-25.4% | $6,427-18.5% | $4,660+12.4% |
| Participant deferral / active EE | $9,255 | $9,806-5.6% | $9,131+1.4% | $6,688+38.4% |
| Admin fee / account holder | $5,297 | $16,364-67.6% | $13,901-61.9% | $13,397-60.5% |