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 7-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 | $34,437 | $165,335-79.2% | $149,696-77.0% | $158,922-78.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 30.16% | 348.15%-318.0pp | 276.60%-246.4pp | 302.83%-272.7pp |
| Employer contribution / active EE | $904 | $5,103-82.3% | $4,644-80.5% | $4,761-81.0% |
| Participant deferral / active EE | $4,156 | $7,181-42.1% | $6,842-39.2% | $5,982-30.5% |
| Admin fee / account holder | $16,888 | $10,807+56.3% | $9,309+81.4% | $11,246+50.2% |