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 | $29,920 | $165,335-81.9% | $149,696-80.0% | $158,922-81.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 13.03% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,925 | $5,103-23.1% | $4,644-15.5% | $4,761-17.6% |
| Participant deferral / active EE | $9,240 | $7,181+28.7% | $6,842+35.1% | $5,982+54.5% |
| Admin fee / account holder | $22,299 | $10,807+106.3% | $9,309+139.5% | $11,246+98.3% |