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 | $32,869 | $127,065-74.1% | $113,168-71.0% | $142,382-76.9% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 14.39% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,949 | $3,442-43.4% | $2,975-34.5% | $4,299-54.7% |
| Participant deferral / active EE | $5,947 | $5,716+4.0% | $5,107+16.5% | $6,507-8.6% |
| Admin fee / account holder | $1,301 | $15,736-91.7% | $12,068-89.2% | $12,624-89.7% |