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 | $38,630 | $183,519-79.0% | $155,509-75.2% | $145,922-73.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 14.55% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,651 | $5,313-12.4% | $4,672-0.5% | $4,660-0.2% |
| Participant deferral / active EE | $5,444 | $6,462-15.8% | $5,626-3.2% | $6,688-18.6% |
| Admin fee / account holder | $1,696 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |