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 | $42,828 | $117,841-63.7% | $102,423-58.2% | $145,922-70.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 12.70% | 31.65%-19.0pp | 29.32%-16.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,792 | $3,615-22.8% | $3,023-7.6% | $4,660-40.1% |
| Participant deferral / active EE | $6,220 | $5,731+8.5% | $5,053+23.1% | $6,688-7.0% |
| Admin fee / account holder | $1,269 | $13,326-90.5% | $9,451-86.6% | $13,397-90.5% |