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 | $22,318 | $183,519-87.8% | $155,509-85.6% | $145,922-84.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.14% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,271 | $5,313-38.4% | $4,672-30.0% | $4,660-29.8% |
| Participant deferral / active EE | $5,889 | $6,462-8.9% | $5,626+4.7% | $6,688-11.9% |
| Admin fee / account holder | $4,459 | $19,313-76.9% | $15,912-72.0% | $13,397-66.7% |