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 | $21,747 | $100,773-78.4% | $88,946-75.5% | $142,382-84.7% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.8%+26.2pp | 80.1%+14.9pp |
| Annual return | 21.21% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,287 | $2,918+12.6% | $2,555+28.6% | $4,299-23.6% |
| Participant deferral / active EE | $6,909 | $5,230+32.1% | $4,581+50.8% | $6,507+6.2% |
| Admin fee / account holder | $5,841 | $9,693-39.7% | $8,261-29.3% | $12,624-53.7% |