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 | $29,811 | $165,984-82.0% | $164,813-81.9% | $145,922-79.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 11.33% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,316 | $5,273-75.0% | $4,341-69.7% | $4,660-71.8% |
| Participant deferral / active EE | $7,615 | $6,959+9.4% | $6,031+26.3% | $6,688+13.9% |
| Admin fee / account holder | $3,013 | $16,648-81.9% | $12,690-76.3% | $13,397-77.5% |