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 3-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 | $19,422 | $99,877-80.6% | $84,966-77.1% | $145,922-86.7% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 16.29% | 83.76%-67.5pp | 66.38%-50.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,903 | $3,231-41.1% | $2,727-30.2% | $4,660-59.2% |
| Participant deferral / active EE | $6,396 | $5,291+20.9% | $4,519+41.5% | $6,688-4.4% |
| Admin fee / account holder | $7,172 | $7,248-1.1% | $6,149+16.6% | $13,397-46.5% |